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 | $163,914 | $57,281+186.2% | $86,612+89.3% | $75,163+118.1% |
| Participation rate | 96.0% | 63.2%+32.8pp | 71.7%+24.3pp | 67.2%+28.8pp |
| Annual return | 17.59% | 2670.75%-2653.2pp | 591.07%-573.5pp | 160.62%-143.0pp |
| Employer contribution / active EE | $7,846 | $2,314+239.0% | $3,022+159.6% | $2,670+193.9% |
| Participant deferral / active EE | $14,578 | $3,318+339.4% | $4,438+228.5% | $4,125+253.4% |
| Admin fee / account holder | $40,457 | $4,112+883.9% | $5,614+620.6% | $5,651+615.9% |