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 | $81,520 | $58,208+40.1% | $81,812-0.4% | $80,856+0.8% |
| Participation rate | 89.3% | 63.4%+25.9pp | 72.3%+16.9pp | 67.6%+21.6pp |
| Annual return | 10.96% | 41.66%-30.7pp | 773.79%-762.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $4,736 | $2,340+102.4% | $2,912+62.6% | $2,755+71.9% |
| Participant deferral / active EE | $12,537 | $3,281+282.1% | $4,319+190.3% | $4,296+191.8% |
| Admin fee / account holder | $22,509 | $4,981+351.9% | $7,386+204.8% | $6,918+225.4% |