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 | $239,409 | $70,756+238.4% | $65,493+265.5% | $142,382+68.1% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 16.68% | 1754.89%-1738.2pp | 982.45%-965.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $4,804 | $2,881+66.8% | $2,574+86.6% | $4,299+11.8% |
| Participant deferral / active EE | $12,327 | $4,637+165.8% | $3,961+211.2% | $6,507+89.4% |
| Admin fee / account holder | $23,260 | $6,559+254.6% | $5,028+362.6% | $12,624+84.3% |