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 | $210,283 | $88,751+136.9% | $81,812+157.0% | $145,922+44.1% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 19.58% | 1025.40%-1005.8pp | 773.79%-754.2pp | 561.29%-541.7pp |
| Employer contribution / active EE | $3,931 | $3,083+27.5% | $2,912+35.0% | $4,660-15.6% |
| Participant deferral / active EE | $4,641 | $4,643-0.1% | $4,319+7.5% | $6,688-30.6% |
| Admin fee / account holder | $16,058 | $8,415+90.8% | $7,386+117.4% | $13,397+19.9% |