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 | $108,413 | $70,587+53.6% | $124,672-13.0% | $85,850+26.3% |
| Participation rate | 95.3% | 64.4%+30.9pp | 74.6%+20.7pp | 69.3%+26.0pp |
| Annual return | 15.76% | 20688.83%-20673.1pp | 5142.93%-5127.2pp | 318.53%-302.8pp |
| Employer contribution / active EE | $2,849 | $1,913+48.9% | $3,324-14.3% | $2,565+11.1% |
| Participant deferral / active EE | $7,011 | $2,969+136.2% | $4,614+51.9% | $3,952+77.4% |
| Admin fee / account holder | $1,155 | $5,282-78.1% | $7,493-84.6% | $6,260-81.5% |