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 | $113,312 | $58,208+94.7% | $81,812+38.5% | $80,856+40.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 13.43% | 41.66%-28.2pp | 773.79%-760.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $5,296 | $2,340+126.3% | $2,912+81.8% | $2,755+92.2% |
| Participant deferral / active EE | $6,787 | $3,281+106.9% | $4,319+57.2% | $4,296+58.0% |
| Admin fee / account holder | $9,720 | $4,981+95.1% | $7,386+31.6% | $6,918+40.5% |