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 | $191,684 | $57,281+234.6% | $86,612+121.3% | $75,163+155.0% |
| Participation rate | 95.3% | 63.2%+32.2pp | 71.7%+23.7pp | 67.2%+28.2pp |
| Annual return | 18.66% | 2670.75%-2652.1pp | 591.07%-572.4pp | 160.62%-142.0pp |
| Employer contribution / active EE | $5,133 | $2,314+121.8% | $3,022+69.8% | $2,670+92.3% |
| Participant deferral / active EE | $11,746 | $3,318+254.0% | $4,438+164.7% | $4,125+184.7% |
| Admin fee / account holder | $8,542 | $4,112+107.8% | $5,614+52.2% | $5,651+51.2% |