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 | $113,490 | $74,888+51.5% | $71,209+59.4% | $142,382-20.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 17.60% | 345.14%-327.5pp | 282.51%-264.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $5,417 | $2,854+89.8% | $2,721+99.1% | $4,299+26.0% |
| Participant deferral / active EE | $14,295 | $4,454+220.9% | $4,175+242.4% | $6,507+119.7% |
| Admin fee / account holder | $81,224 | $5,568+1358.7% | $5,349+1418.5% | $12,624+543.4% |