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 | $100,845 | $60,124+67.7% | $90,404+11.5% | $79,858+26.3% |
| Participation rate | 97.6% | 65.0%+32.6pp | 72.7%+24.9pp | 69.6%+28.0pp |
| Annual return | 17.46% | 71.94%-54.5pp | 1293.02%-1275.6pp | 31.71%-14.3pp |
| Employer contribution / active EE | $5,572 | $2,068+169.5% | $3,262+70.8% | $2,471+125.5% |
| Participant deferral / active EE | $2,559 | $2,938-12.9% | $3,963-35.4% | $3,740-31.6% |
| Admin fee / account holder | $10,061 | $3,976+153.0% | $5,611+79.3% | $5,306+89.6% |