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 | $113,335 | $65,409+73.3% | $98,442+15.1% | $85,850+32.0% |
| Participation rate | 88.3% | 65.0%+23.3pp | 73.3%+15.0pp | 69.3%+19.0pp |
| Annual return | 26.64% | 21.76%+4.9pp | 1492.73%-1466.1pp | 318.53%-291.9pp |
| Employer contribution / active EE | $4,318 | $2,168+99.2% | $2,960+45.9% | $2,565+68.3% |
| Participant deferral / active EE | $6,987 | $3,166+120.6% | $4,276+63.4% | $3,952+76.8% |
| Admin fee / account holder | $1,580 | $4,593-65.6% | $5,949-73.4% | $6,260-74.8% |