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 | $221,526 | $109,817+101.7% | $98,442+125.0% | $167,490+32.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 43.72% | 1956.69%-1913.0pp | 1492.73%-1449.0pp | 478.56%-434.8pp |
| Employer contribution / active EE | $5,711 | $3,224+77.1% | $2,960+92.9% | $4,837+18.0% |
| Participant deferral / active EE | $8,640 | $4,673+84.9% | $4,276+102.0% | $6,341+36.3% |
| Admin fee / account holder | $17,253 | $6,753+155.5% | $5,949+190.0% | $12,309+40.2% |