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 | $163,282 | $100,852+61.9% | $90,404+80.6% | $158,922+2.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 35.11% | 1724.20%-1689.1pp | 1293.02%-1257.9pp | 302.83%-267.7pp |
| Employer contribution / active EE | $1,355 | $3,689-63.3% | $3,262-58.5% | $4,761-71.5% |
| Participant deferral / active EE | $13,000 | $4,348+199.0% | $3,963+228.0% | $5,982+117.3% |
| Admin fee / account holder | $3,363 | $6,501-48.3% | $5,611-40.1% | $11,246-70.1% |