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 | $120,005 | $99,020+21.2% | $86,590+38.6% | $147,584-18.7% |
| Participation rate | 88.2% | 76.3%+11.9pp | 73.5%+14.7pp | 82.8%+5.4pp |
| Annual return | 17.32% | 1312.34%-1295.0pp | 964.84%-947.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $4,845 | $3,132+54.7% | $2,839+70.6% | $4,876-0.6% |
| Participant deferral / active EE | $11,226 | $3,972+182.6% | $3,609+211.1% | $5,439+106.4% |
| Admin fee / account holder | $995 | $5,710-82.6% | $4,906-79.7% | $10,885-90.9% |