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 5-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 | $67,153 | $57,281+17.2% | $86,612-22.5% | $75,163-10.7% |
| Participation rate | 87.5% | 63.2%+24.3pp | 71.7%+15.8pp | 67.2%+20.3pp |
| Annual return | 36.93% | 2670.75%-2633.8pp | 591.07%-554.1pp | 160.62%-123.7pp |
| Employer contribution / active EE | $8,513 | $2,314+267.8% | $3,022+181.7% | $2,670+218.9% |
| Participant deferral / active EE | $6,691 | $3,318+101.7% | $4,438+50.8% | $4,125+62.2% |
| Admin fee / account holder | $2,031 | $4,112-50.6% | $5,614-63.8% | $5,651-64.1% |