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 | $240,014 | $88,751+170.4% | $81,812+193.4% | $145,922+64.5% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 19.60% | 1025.40%-1005.8pp | 773.79%-754.2pp | 561.29%-541.7pp |
| Employer contribution / active EE | $11,225 | $3,083+264.0% | $2,912+285.4% | $4,660+140.9% |
| Participant deferral / active EE | $11,571 | $4,643+149.2% | $4,319+167.9% | $6,688+73.0% |
| Admin fee / account holder | $130,730 | $8,415+1453.5% | $7,386+1670.0% | $13,397+875.8% |