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 | $194,313 | $88,751+118.9% | $81,812+137.5% | $145,922+33.2% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.3%+14.3pp | 80.3%+6.4pp |
| Annual return | 24.71% | 1025.40%-1000.7pp | 773.79%-749.1pp | 561.29%-536.6pp |
| Employer contribution / active EE | $11,356 | $3,083+268.3% | $2,912+289.9% | $4,660+143.7% |
| Participant deferral / active EE | $13,706 | $4,643+195.2% | $4,319+217.4% | $6,688+104.9% |
| Admin fee / account holder | $806 | $8,415-90.4% | $7,386-89.1% | $13,397-94.0% |