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 8-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 | $113,780 | $70,606+61.1% | $53,898+111.1% | $142,382-20.1% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 17.43% | 619.81%-602.4pp | 528.60%-511.2pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,818 | $1,202+217.6% | $932+309.7% | $4,299-11.2% |
| Participant deferral / active EE | $11,180 | $2,364+372.9% | $1,826+512.2% | $6,507+71.8% |
| Admin fee / account holder | $1,916 | $2,852-32.8% | $2,491-23.1% | $12,624-84.8% |