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 | $117,731 | $48,277+143.9% | $67,511+74.4% | $80,874+45.6% |
| Participation rate | 97.7% | 66.4%+31.3pp | 72.9%+24.8pp | 67.6%+30.1pp |
| Annual return | 14.96% | 18.27%-3.3pp | 3517.41%-3502.4pp | 35.62%-20.7pp |
| Employer contribution / active EE | $2,358 | $2,021+16.7% | $2,733-13.7% | $2,756-14.4% |
| Participant deferral / active EE | $7,048 | $2,926+140.9% | $4,000+76.2% | $4,297+64.0% |
| Admin fee / account holder | $20,755 | $3,687+462.9% | $3,999+419.0% | $6,935+199.3% |