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 | $152,644 | $88,751+72.0% | $81,812+86.6% | $145,922+4.6% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.3%+22.4pp | 80.3%+14.5pp |
| Annual return | 12.69% | 1025.40%-1012.7pp | 773.79%-761.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $11,979 | $3,083+288.5% | $2,912+311.3% | $4,660+157.1% |
| Participant deferral / active EE | $3,883 | $4,643-16.4% | $4,319-10.1% | $6,688-41.9% |
| Admin fee / account holder | $6,878 | $8,415-18.3% | $7,386-6.9% | $13,397-48.7% |