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 | $105,287 | $72,400+45.4% | $67,502+56.0% | $145,922-27.8% |
| Participation rate | 89.5% | 76.9%+12.6pp | 72.9%+16.6pp | 80.3%+9.2pp |
| Annual return | 14.17% | 7182.46%-7168.3pp | 3512.12%-3498.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $11,995 | $4,783+150.8% | $4,000+199.9% | $6,688+79.4% |
| Admin fee / account holder | $19,217 | $5,539+247.0% | $3,998+380.7% | $13,397+43.4% |