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 | $211,731 | $88,751+138.6% | $81,812+158.8% | $145,922+45.1% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.3%+21.0pp | 80.3%+13.1pp |
| Annual return | 17.10% | 1025.40%-1008.3pp | 773.79%-756.7pp | 561.29%-544.2pp |
| Employer contribution / active EE | $8,150 | $3,083+164.3% | $2,912+179.9% | $4,660+74.9% |
| Participant deferral / active EE | $4,907 | $4,643+5.7% | $4,319+13.6% | $6,688-26.6% |
| Admin fee / account holder | $7,939 | $8,415-5.7% | $7,386+7.5% | $13,397-40.7% |