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 | $87,342 | $57,281+52.5% | $86,612+0.8% | $75,163+16.2% |
| Participation rate | 91.5% | 63.2%+28.3pp | 71.7%+19.8pp | 67.2%+24.3pp |
| Annual return | 15.52% | 2670.75%-2655.2pp | 591.07%-575.6pp | 160.62%-145.1pp |
| Employer contribution / active EE | $7,451 | $2,314+222.0% | $3,022+146.5% | $2,670+179.1% |
| Participant deferral / active EE | $7,890 | $3,318+137.8% | $4,438+77.8% | $4,125+91.3% |
| Admin fee / account holder | $21,011 | $4,112+411.0% | $5,614+274.3% | $5,651+271.8% |