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 | $102,000 | $65,561+55.6% | $86,188+18.3% | $75,163+35.7% |
| Participation rate | 97.2% | 60.5%+36.7pp | 69.0%+28.2pp | 67.2%+30.0pp |
| Annual return | 15.92% | 46.05%-30.1pp | 1168.45%-1152.5pp | 160.62%-144.7pp |
| Employer contribution / active EE | $4,106 | $1,553+164.5% | $2,380+72.5% | $2,670+53.8% |
| Participant deferral / active EE | $7,009 | $3,024+131.8% | $3,985+75.9% | $4,125+69.9% |
| Admin fee / account holder | $20,540 | $5,474+275.2% | $6,852+199.8% | $5,651+263.5% |