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 | $211,914 | $72,400+192.7% | $67,502+213.9% | $145,922+45.2% |
| Participation rate | 78.3% | 76.9%+1.4pp | 72.9%+5.4pp | 80.3%-2.0pp |
| Annual return | 46.82% | 7182.46%-7135.6pp | 3512.12%-3465.3pp | 561.29%-514.5pp |
| Employer contribution / active EE | $15,189 | $3,069+394.9% | $2,731+456.2% | $4,660+226.0% |
| Participant deferral / active EE | $9,474 | $4,783+98.1% | $4,000+136.9% | $6,688+41.7% |
| Admin fee / account holder | $24,945 | $5,539+350.4% | $3,998+524.0% | $13,397+86.2% |