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 | $186,845 | $57,281+226.2% | $86,612+115.7% | $75,163+148.6% |
| Participation rate | 86.0% | 63.2%+22.8pp | 71.7%+14.3pp | 67.2%+18.8pp |
| Annual return | 19.70% | 2670.75%-2651.0pp | 591.07%-571.4pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,693 | $2,314+16.4% | $3,022-10.9% | $2,670+0.9% |
| Participant deferral / active EE | $5,018 | $3,318+51.2% | $4,438+13.1% | $4,125+21.6% |
| Admin fee / account holder | $26,301 | $4,112+539.6% | $5,614+368.5% | $5,651+365.4% |