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 | $102,500 | $52,279+96.1% | $89,391+14.7% | $79,858+28.4% |
| Participation rate | 89.3% | 57.5%+31.7pp | 68.0%+21.3pp | 69.6%+19.7pp |
| Annual return | 120.16% | 22.16%+98.0pp | 245.62%-125.5pp | 31.71%+88.4pp |
| Employer contribution / active EE | $8,250 | $1,572+425.0% | $2,586+219.1% | $2,471+233.9% |
| Participant deferral / active EE | $5,529 | $2,740+101.8% | $3,890+42.1% | $3,740+47.8% |
| Admin fee / account holder | $351 | $3,356-89.5% | $4,881-92.8% | $5,306-93.4% |