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 | $103,147 | $57,281+80.1% | $86,612+19.1% | $75,163+37.2% |
| Participation rate | 98.5% | 63.2%+35.3pp | 71.7%+26.8pp | 67.2%+31.3pp |
| Annual return | 18.98% | 2670.75%-2651.8pp | 591.07%-572.1pp | 160.62%-141.6pp |
| Employer contribution / active EE | $8,423 | $2,314+263.9% | $3,022+178.7% | $2,670+215.5% |
| Participant deferral / active EE | $7,403 | $3,318+123.1% | $4,438+66.8% | $4,125+79.5% |
| Admin fee / account holder | $10,381 | $4,112+152.5% | $5,614+84.9% | $5,651+83.7% |