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 | $224,785 | $96,305+133.4% | $80,569+179.0% | $139,434+61.2% |
| Participation rate | 78.3% | 73.6%+4.6pp | 67.0%+11.3pp | 80.3%-2.1pp |
| Annual return | 15.95% | 1350.08%-1334.1pp | 935.43%-919.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $3,768 | $3,262+15.5% | $2,723+38.4% | $4,751-20.7% |
| Participant deferral / active EE | $8,325 | $5,232+59.1% | $4,447+87.2% | $6,710+24.1% |
| Admin fee / account holder | $2,176 | $6,599-67.0% | $5,377-59.5% | $11,403-80.9% |