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 | $219,380 | $109,817+99.8% | $98,442+122.9% | $167,490+31.0% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 13.00% | 1956.69%-1943.7pp | 1492.73%-1479.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | $4,353 | $3,224+35.0% | $2,960+47.1% | $4,837-10.0% |
| Participant deferral / active EE | $8,720 | $4,673+86.6% | $4,276+103.9% | $6,341+37.5% |
| Admin fee / account holder | $21,083 | $6,753+212.2% | $5,949+254.4% | $12,309+71.3% |