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 | $192,291 | $100,852+90.7% | $90,404+112.7% | $158,922+21.0% |
| Participation rate | 78.6% | 75.0%+3.6pp | 72.7%+5.9pp | 82.0%-3.4pp |
| Annual return | 18.45% | 1724.20%-1705.8pp | 1293.02%-1274.6pp | 302.83%-284.4pp |
| Employer contribution / active EE | $4,945 | $3,689+34.1% | $3,262+51.6% | $4,761+3.9% |
| Participant deferral / active EE | $6,735 | $4,348+54.9% | $3,963+69.9% | $5,982+12.6% |
| Admin fee / account holder | $6,056 | $6,501-6.8% | $5,611+7.9% | $11,246-46.1% |