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 | $200,038 | $100,852+98.3% | $90,404+121.3% | $158,922+25.9% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 7.27% | 1724.20%-1716.9pp | 1293.02%-1285.7pp | 302.83%-295.6pp |
| Employer contribution / active EE | $11,273 | $3,689+205.6% | $3,262+245.6% | $4,761+136.8% |
| Participant deferral / active EE | $9,465 | $4,348+117.7% | $3,963+138.8% | $5,982+58.2% |
| Admin fee / account holder | $60,526 | $6,501+831.0% | $5,611+978.7% | $11,246+438.2% |