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 | $116,589 | $99,020+17.7% | $86,590+34.6% | $147,584-21.0% |
| Participation rate | 84.2% | 76.3%+7.9pp | 73.5%+10.7pp | 82.8%+1.4pp |
| Annual return | 12.61% | 1312.34%-1299.7pp | 964.84%-952.2pp | 578.55%-565.9pp |
| Employer contribution / active EE | $2,435 | $3,132-22.3% | $2,839-14.2% | $4,876-50.1% |
| Participant deferral / active EE | $6,075 | $3,972+52.9% | $3,609+68.4% | $5,439+11.7% |
| Admin fee / account holder | $25,519 | $5,710+346.9% | $4,906+420.2% | $10,885+134.4% |