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 | $103,526 | $70,756+46.3% | $65,493+58.1% | $142,382-27.3% |
| Participation rate | 91.7% | 77.4%+14.3pp | 73.1%+18.6pp | 80.1%+11.5pp |
| Annual return | 15.21% | 1754.89%-1739.7pp | 982.45%-967.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $6,959 | $2,881+141.6% | $2,574+170.3% | $4,299+61.9% |
| Participant deferral / active EE | $9,863 | $4,637+112.7% | $3,961+149.0% | $6,507+51.6% |
| Admin fee / account holder | $15,103 | $6,559+130.3% | $5,028+200.4% | $12,624+19.6% |