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 | $207,077 | $88,751+133.3% | $81,812+153.1% | $145,922+41.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 20.46% | 1025.40%-1004.9pp | 773.79%-753.3pp | 561.29%-540.8pp |
| Employer contribution / active EE | $4,914 | $3,083+59.4% | $2,912+68.7% | $4,660+5.5% |
| Participant deferral / active EE | $4,078 | $4,643-12.2% | $4,319-5.6% | $6,688-39.0% |
| Admin fee / account holder | $2,321 | $8,415-72.4% | $7,386-68.6% | $13,397-82.7% |