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 | $143,082 | $89,739+59.4% | $149,718-4.4% | $62,292+129.7% |
| Participation rate | 96.0% | 85.1%+10.9pp | 87.1%+9.0pp | 69.5%+26.5pp |
| Annual return | 20.08% | 21.01%-0.9pp | 1501.63%-1481.5pp | 28.90%-8.8pp |
| Employer contribution / active EE | $2,021 | $3,233-37.5% | $5,445-62.9% | $2,042-1.0% |
| Participant deferral / active EE | $11,874 | $4,797+147.5% | $6,569+80.8% | $3,169+274.7% |
| Admin fee / account holder | $23,976 | $551+4249.5% | $11,283+112.5% | $479+4901.8% |