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 | $194,469 | $57,281+239.5% | $86,612+124.5% | $75,163+158.7% |
| Participation rate | 97.5% | 63.2%+34.3pp | 71.7%+25.8pp | 67.2%+30.3pp |
| Annual return | 14.33% | 2670.75%-2656.4pp | 591.07%-576.7pp | 160.62%-146.3pp |
| Employer contribution / active EE | $9,098 | $2,314+293.1% | $3,022+201.0% | $2,670+240.8% |
| Participant deferral / active EE | $4,394 | $3,318+32.5% | $4,438-1.0% | $4,125+6.5% |
| Admin fee / account holder | $25,995 | $4,112+532.2% | $5,614+363.0% | $5,651+360.0% |