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 | $140,368 | $48,277+190.8% | $67,511+107.9% | $80,874+73.6% |
| Participation rate | 98.4% | 66.4%+32.0pp | 72.9%+25.5pp | 67.6%+30.8pp |
| Annual return | 51.17% | 18.27%+32.9pp | 3517.41%-3466.2pp | 35.62%+15.6pp |
| Employer contribution / active EE | $4,102 | $2,021+102.9% | $2,733+50.1% | $2,756+48.9% |
| Participant deferral / active EE | $4,717 | $2,926+61.2% | $4,000+17.9% | $4,297+9.8% |
| Admin fee / account holder | $28,821 | $3,687+681.6% | $3,999+620.7% | $6,935+315.6% |