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 | $213,995 | $88,751+141.1% | $81,812+161.6% | $145,922+46.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 10.52% | 1025.40%-1014.9pp | 773.79%-763.3pp | 561.29%-550.8pp |
| Employer contribution / active EE | $4,325 | $3,083+40.3% | $2,912+48.5% | $4,660-7.2% |
| Participant deferral / active EE | $4,009 | $4,643-13.7% | $4,319-7.2% | $6,688-40.1% |
| Admin fee / account holder | $18,622 | $8,415+121.3% | $7,386+152.1% | $13,397+39.0% |