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 | $112,942 | $57,281+97.2% | $86,612+30.4% | $75,163+50.3% |
| Participation rate | 98.9% | 63.2%+35.7pp | 71.7%+27.2pp | 67.2%+31.7pp |
| Annual return | 15.52% | 2670.75%-2655.2pp | 591.07%-575.6pp | 160.62%-145.1pp |
| Employer contribution / active EE | $727 | $2,314-68.6% | $3,022-76.0% | $2,670-72.8% |
| Participant deferral / active EE | $6,057 | $3,318+82.6% | $4,438+36.5% | $4,125+46.8% |
| Admin fee / account holder | $1,499 | $4,112-63.5% | $5,614-73.3% | $5,651-73.5% |