See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,522 | $102,966+5.4% | $90,281+20.2% | $152,861-29.0% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 19.14% | 95.16%-76.0pp | 78.10%-59.0pp | 345.32%-326.2pp |
| Employer contribution / active EE | $7,264 | $3,139+131.4% | $2,854+154.5% | $4,762+52.5% |
| Participant deferral / active EE | $13,810 | $4,281+222.5% | $3,885+255.4% | $5,850+136.1% |
| Admin fee / account holder | $12,551 | $6,171+103.4% | $5,351+134.5% | $11,596+8.2% |