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 | $77,659 | $57,281+35.6% | $86,612-10.3% | $75,163+3.3% |
| Participation rate | 97.7% | 63.2%+34.5pp | 71.7%+26.0pp | 67.2%+30.5pp |
| Annual return | 16.88% | 2670.75%-2653.9pp | 591.07%-574.2pp | 160.62%-143.7pp |
| Employer contribution / active EE | $3,802 | $2,314+64.3% | $3,022+25.8% | $2,670+42.4% |
| Participant deferral / active EE | $4,742 | $3,318+42.9% | $4,438+6.9% | $4,125+15.0% |
| Admin fee / account holder | $11,593 | $4,112+181.9% | $5,614+106.5% | $5,651+105.2% |