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 | $85,461 | $58,927+45.0% | $76,817+11.3% | $72,985+17.1% |
| Participation rate | 96.1% | 67.3%+28.7pp | 72.1%+24.0pp | 69.5%+26.6pp |
| Annual return | 17.04% | 2305.64%-2288.6pp | 1166.11%-1149.1pp | 81.00%-64.0pp |
| Employer contribution / active EE | $591 | $1,787-66.9% | $2,302-74.3% | $2,440-75.8% |
| Participant deferral / active EE | $8,459 | $2,690+214.4% | $3,336+153.6% | $3,607+134.5% |
| Admin fee / account holder | $13,710 | $4,013+241.6% | $6,420+113.5% | $5,124+167.5% |