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 | $209,522 | $88,751+136.1% | $81,812+156.1% | $145,922+43.6% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 10.45% | 1025.40%-1015.0pp | 773.79%-763.3pp | 561.29%-550.8pp |
| Employer contribution / active EE | $6,274 | $3,083+103.5% | $2,912+115.4% | $4,660+34.7% |
| Participant deferral / active EE | $5,876 | $4,643+26.5% | $4,319+36.1% | $6,688-12.1% |
| Admin fee / account holder | $7,399 | $8,415-12.1% | $7,386+0.2% | $13,397-44.8% |