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 | $113,916 | $57,281+98.9% | $86,612+31.5% | $75,163+51.6% |
| Participation rate | 96.2% | 63.2%+33.0pp | 71.7%+24.5pp | 67.2%+29.0pp |
| Annual return | 20.35% | 2670.75%-2650.4pp | 591.07%-570.7pp | 160.62%-140.3pp |
| Employer contribution / active EE | $5,964 | $2,314+157.7% | $3,022+97.3% | $2,670+123.4% |
| Participant deferral / active EE | $5,887 | $3,318+77.5% | $4,438+32.7% | $4,125+42.7% |
| Admin fee / account holder | $3,929 | $4,112-4.4% | $5,614-30.0% | $5,651-30.5% |