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 | $78,519 | $57,281+37.1% | $86,612-9.3% | $75,163+4.5% |
| Participation rate | 84.5% | 63.2%+21.3pp | 71.7%+12.8pp | 67.2%+17.3pp |
| Annual return | 17.40% | 2670.75%-2653.3pp | 591.07%-573.7pp | 160.62%-143.2pp |
| Employer contribution / active EE | $3,146 | $2,314+35.9% | $3,022+4.1% | $2,670+17.8% |
| Participant deferral / active EE | $3,801 | $3,318+14.6% | $4,438-14.4% | $4,125-7.9% |
| Admin fee / account holder | $9,662 | $4,112+135.0% | $5,614+72.1% | $5,651+71.0% |