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 | $129,459 | $57,281+126.0% | $86,612+49.5% | $75,163+72.2% |
| Participation rate | 90.3% | 63.2%+27.1pp | 71.7%+18.6pp | 67.2%+23.1pp |
| Annual return | 15.67% | 2670.75%-2655.1pp | 591.07%-575.4pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,963 | $2,314-15.2% | $3,022-35.1% | $2,670-26.5% |
| Participant deferral / active EE | $8,552 | $3,318+157.8% | $4,438+92.7% | $4,125+107.3% |
| Admin fee / account holder | $33,164 | $4,112+706.5% | $5,614+490.7% | $5,651+486.9% |