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 | $128,494 | $99,020+29.8% | $86,590+48.4% | $147,584-12.9% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 19.53% | 1312.34%-1292.8pp | 964.84%-945.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $4,438 | $3,132+41.7% | $2,839+56.3% | $4,876-9.0% |
| Participant deferral / active EE | $10,930 | $3,972+175.2% | $3,609+202.9% | $5,439+101.0% |
| Admin fee / account holder | $367 | $5,710-93.6% | $4,906-92.5% | $10,885-96.6% |