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 | $169,451 | $100,041+69.4% | $149,718+13.2% | $70,131+141.6% |
| Participation rate | 90.8% | 83.6%+7.2pp | 87.1%+3.7pp | 69.5%+21.2pp |
| Annual return | 18.54% | 27.43%-8.9pp | 1501.63%-1483.1pp | 73.14%-54.6pp |
| Employer contribution / active EE | $4,954 | $3,662+35.3% | $5,445-9.0% | $2,342+111.5% |
| Participant deferral / active EE | $4,785 | $4,983-4.0% | $6,569-27.2% | $3,332+43.6% |
| Admin fee / account holder | $15,559 | $8,286+87.8% | $11,283+37.9% | $4,645+234.9% |