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 | $199,748 | $72,400+175.9% | $67,502+195.9% | $145,922+36.9% |
| Participation rate | 93.3% | 76.9%+16.5pp | 72.9%+20.5pp | 80.3%+13.1pp |
| Annual return | 14.47% | 7182.46%-7168.0pp | 3512.12%-3497.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $8,106 | $3,069+164.1% | $2,731+196.8% | $4,660+74.0% |
| Participant deferral / active EE | $12,325 | $4,783+157.7% | $4,000+208.1% | $6,688+84.3% |
| Admin fee / account holder | $9,059 | $5,539+63.6% | $3,998+126.6% | $13,397-32.4% |