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 | $105,362 | $99,020+6.4% | $86,590+21.7% | $147,584-28.6% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 14.24% | 1312.34%-1298.1pp | 964.84%-950.6pp | 578.55%-564.3pp |
| Employer contribution / active EE | $3,612 | $3,132+15.3% | $2,839+27.2% | $4,876-25.9% |
| Participant deferral / active EE | $5,379 | $3,972+35.4% | $3,609+49.1% | $5,439-1.1% |
| Admin fee / account holder | $18,095 | $5,710+216.9% | $4,906+268.9% | $10,885+66.2% |