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 | $144,163 | $89,739+60.6% | $149,718-3.7% | $62,292+131.4% |
| Participation rate | 94.1% | 85.1%+9.0pp | 87.1%+7.0pp | 69.5%+24.6pp |
| Annual return | 20.39% | 21.01%-0.6pp | 1501.63%-1481.2pp | 28.90%-8.5pp |
| Employer contribution / active EE | $4,013 | $3,233+24.1% | $5,445-26.3% | $2,042+96.5% |
| Participant deferral / active EE | $8,203 | $4,797+71.0% | $6,569+24.9% | $3,169+158.8% |
| Admin fee / account holder | $8,172 | $551+1382.5% | $11,283-27.6% | $479+1604.9% |