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 | $195,159 | $99,020+97.1% | $86,590+125.4% | $147,584+32.2% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 14.61% | 1312.34%-1297.7pp | 964.84%-950.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $6,827 | $3,132+118.0% | $2,839+140.4% | $4,876+40.0% |
| Participant deferral / active EE | $6,847 | $3,972+72.4% | $3,609+89.8% | $5,439+25.9% |
| Admin fee / account holder | $3,876 | $5,710-32.1% | $4,906-21.0% | $10,885-64.4% |