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 | $75,019 | $57,281+31.0% | $86,612-13.4% | $75,163-0.2% |
| Participation rate | 97.2% | 63.2%+34.0pp | 71.7%+25.5pp | 67.2%+30.0pp |
| Annual return | 17.92% | 2670.75%-2652.8pp | 591.07%-573.2pp | 160.62%-142.7pp |
| Employer contribution / active EE | $4,380 | $2,314+89.2% | $3,022+44.9% | $2,670+64.0% |
| Participant deferral / active EE | $4,566 | $3,318+37.6% | $4,438+2.9% | $4,125+10.7% |
| Admin fee / account holder | $5,845 | $4,112+42.2% | $5,614+4.1% | $5,651+3.4% |