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 | $132,776 | $57,281+131.8% | $86,612+53.3% | $75,163+76.7% |
| Participation rate | 97.4% | 63.2%+34.2pp | 71.7%+25.7pp | 67.2%+30.2pp |
| Annual return | 19.99% | 2670.75%-2650.8pp | 591.07%-571.1pp | 160.62%-140.6pp |
| Employer contribution / active EE | $3,403 | $2,314+47.0% | $3,022+12.6% | $2,670+27.4% |
| Participant deferral / active EE | $8,408 | $3,318+153.4% | $4,438+89.5% | $4,125+103.8% |
| Admin fee / account holder | $7,457 | $4,112+81.4% | $5,614+32.8% | $5,651+32.0% |