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 | $203,903 | $88,751+129.7% | $81,812+149.2% | $145,922+39.7% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.3%+0.4pp | 80.3%-7.5pp |
| Annual return | 14.92% | 1025.40%-1010.5pp | 773.79%-758.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $4,413 | $3,083+43.1% | $2,912+51.5% | $4,660-5.3% |
| Participant deferral / active EE | $8,347 | $4,643+79.8% | $4,319+93.3% | $6,688+24.8% |
| Admin fee / account holder | $1,434 | $8,415-83.0% | $7,386-80.6% | $13,397-89.3% |