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 | $89,372 | $57,281+56.0% | $86,612+3.2% | $75,163+18.9% |
| Participation rate | 89.4% | 63.2%+26.2pp | 71.7%+17.7pp | 67.2%+22.2pp |
| Annual return | 22.12% | 2670.75%-2648.6pp | 591.07%-568.9pp | 160.62%-138.5pp |
| Employer contribution / active EE | $5,862 | $2,314+153.3% | $3,022+94.0% | $2,670+119.6% |
| Participant deferral / active EE | $7,031 | $3,318+111.9% | $4,438+58.4% | $4,125+70.4% |
| Admin fee / account holder | $13,615 | $4,112+231.1% | $5,614+142.5% | $5,651+140.9% |