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 | $50,025 | $150,440-66.7% | $136,294-63.3% | $147,584-66.1% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 24.69% | 1049.08%-1024.4pp | 5155.94%-5131.2pp | 578.55%-553.9pp |
| Employer contribution / active EE | $10,562 | $5,256+100.9% | $4,695+124.9% | $4,876+116.6% |
| Participant deferral / active EE | $9,218 | $6,630+39.0% | $6,247+47.6% | $5,439+69.5% |
| Admin fee / account holder | $716 | $10,905-93.4% | $9,243-92.3% | $10,885-93.4% |