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 | $227,959 | $88,751+156.9% | $81,812+178.6% | $145,922+56.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 13.32% | 1025.40%-1012.1pp | 773.79%-760.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $7,572 | $3,083+145.6% | $2,912+160.0% | $4,660+62.5% |
| Participant deferral / active EE | $6,549 | $4,643+41.0% | $4,319+51.6% | $6,688-2.1% |
| Admin fee / account holder | $24,970 | $8,415+196.7% | $7,386+238.1% | $13,397+86.4% |