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 | $193,131 | $109,817+75.9% | $98,442+96.2% | $167,490+15.3% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 14.10% | 1956.69%-1942.6pp | 1492.73%-1478.6pp | 478.56%-464.5pp |
| Employer contribution / active EE | $5,488 | $3,224+70.2% | $2,960+85.4% | $4,837+13.5% |
| Participant deferral / active EE | $11,021 | $4,673+135.8% | $4,276+157.7% | $6,341+73.8% |
| Admin fee / account holder | $81,226 | $6,753+1102.9% | $5,949+1265.3% | $12,309+559.9% |