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 | $220,777 | $100,852+118.9% | $90,404+144.2% | $158,922+38.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 11.23% | 1724.20%-1713.0pp | 1293.02%-1281.8pp | 302.83%-291.6pp |
| Employer contribution / active EE | $7,855 | $3,689+113.0% | $3,262+140.8% | $4,761+65.0% |
| Participant deferral / active EE | $10,950 | $4,348+151.9% | $3,963+176.3% | $5,982+83.0% |
| Admin fee / account holder | $15,734 | $6,501+142.0% | $5,611+180.4% | $11,246+39.9% |