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 | $194,790 | $102,604+89.8% | $86,188+126.0% | $139,434+39.7% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.0%+23.3pp | 80.3%+12.0pp |
| Annual return | 10.42% | 1922.51%-1912.1pp | 1168.45%-1158.0pp | 372.94%-362.5pp |
| Employer contribution / active EE | $2,556 | $3,032-15.7% | $2,380+7.4% | $4,751-46.2% |
| Participant deferral / active EE | $8,896 | $4,676+90.3% | $3,985+123.2% | $6,710+32.6% |
| Admin fee / account holder | $7,063 | $8,657-18.4% | $6,852+3.1% | $11,403-38.1% |