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 | $234,451 | $100,852+132.5% | $90,404+159.3% | $158,922+47.5% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 16.17% | 1724.20%-1708.0pp | 1293.02%-1276.8pp | 302.83%-286.7pp |
| Employer contribution / active EE | $4,017 | $3,689+8.9% | $3,262+23.2% | $4,761-15.6% |
| Participant deferral / active EE | $8,685 | $4,348+99.7% | $3,963+119.1% | $5,982+45.2% |
| Admin fee / account holder | $1,895 | $6,501-70.8% | $5,611-66.2% | $11,246-83.1% |