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 | $209,383 | $100,852+107.6% | $90,404+131.6% | $158,922+31.8% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 15.43% | 1724.20%-1708.8pp | 1293.02%-1277.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $7,123 | $3,689+93.1% | $3,262+118.4% | $4,761+49.6% |
| Participant deferral / active EE | $4,081 | $4,348-6.1% | $3,963+3.0% | $5,982-31.8% |
| Admin fee / account holder | $17,467 | $6,501+168.7% | $5,611+211.3% | $11,246+55.3% |