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 | $84,053 | $56,629+48.4% | $77,999+7.8% | $55,167+52.4% |
| Participation rate | 90.2% | 73.3%+16.9pp | 75.5%+14.7pp | 69.0%+21.3pp |
| Annual return | 18.59% | 2866.98%-2848.4pp | 425.96%-407.4pp | 169.23%-150.6pp |
| Employer contribution / active EE | $11,290 | $1,723+555.3% | $2,470+357.1% | $1,963+475.3% |
| Participant deferral / active EE | $12,006 | $2,777+332.3% | $3,497+243.3% | $3,054+293.1% |
| Admin fee / account holder | $5,184 | $467+1011.2% | $5,480-5.4% | $504+928.7% |