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 | $204,700 | $96,305+112.6% | $80,569+154.1% | $139,434+46.8% |
| Participation rate | 81.3% | 73.6%+7.6pp | 67.0%+14.3pp | 80.3%+0.9pp |
| Annual return | 20.71% | 1350.08%-1329.4pp | 935.43%-914.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $5,331 | $3,262+63.4% | $2,723+95.8% | $4,751+12.2% |
| Participant deferral / active EE | $10,524 | $5,232+101.1% | $4,447+136.6% | $6,710+56.8% |
| Admin fee / account holder | $20,730 | $6,599+214.2% | $5,377+285.5% | $11,403+81.8% |