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 | $180,621 | $57,281+215.3% | $86,612+108.5% | $75,163+140.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 177.54% | 2670.75%-2493.2pp | 591.07%-413.5pp | 160.62%+16.9pp |
| Employer contribution / active EE | $8,430 | $2,314+264.2% | $3,022+178.9% | $2,670+215.8% |
| Participant deferral / active EE | $6,866 | $3,318+107.0% | $4,438+54.7% | $4,125+66.4% |
| Admin fee / account holder | $5,927 | $4,112+44.1% | $5,614+5.6% | $5,651+4.9% |