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 | $125,787 | $65,561+91.9% | $86,188+45.9% | $75,163+67.4% |
| Participation rate | 96.7% | 60.5%+36.2pp | 69.0%+27.7pp | 67.2%+29.5pp |
| Annual return | 15.99% | 46.05%-30.1pp | 1168.45%-1152.5pp | 160.62%-144.6pp |
| Employer contribution / active EE | $3,000 | $1,553+93.2% | $2,380+26.0% | $2,670+12.4% |
| Participant deferral / active EE | $3,719 | $3,024+23.0% | $3,985-6.7% | $4,125-9.8% |
| Admin fee / account holder | $65,367 | $5,474+1094.1% | $6,852+854.0% | $5,651+1056.8% |