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 | $249,755 | $58,927+323.8% | $76,817+225.1% | $72,985+242.2% |
| Participation rate | 70.2% | 67.3%+2.9pp | 72.1%-1.9pp | 69.5%+0.7pp |
| Annual return | 23.06% | 2305.64%-2282.6pp | 1166.11%-1143.0pp | 81.00%-57.9pp |
| Employer contribution / active EE | $5,256 | $1,787+194.1% | $2,302+128.3% | $2,440+115.4% |
| Participant deferral / active EE | $3,407 | $2,690+26.6% | $3,336+2.1% | $3,607-5.6% |
| Admin fee / account holder | $25,115 | $4,013+525.9% | $6,420+291.2% | $5,124+390.1% |