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 | $220,918 | $88,751+148.9% | $81,812+170.0% | $145,922+51.4% |
| Participation rate | 76.2% | 75.0%+1.2pp | 72.3%+3.8pp | 80.3%-4.1pp |
| Annual return | 14.66% | 1025.40%-1010.7pp | 773.79%-759.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $3,571 | $3,083+15.8% | $2,912+22.6% | $4,660-23.4% |
| Participant deferral / active EE | $4,382 | $4,643-5.6% | $4,319+1.5% | $6,688-34.5% |
| Admin fee / account holder | $7,483 | $8,415-11.1% | $7,386+1.3% | $13,397-44.1% |