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 | $197,537 | $100,852+95.9% | $90,404+118.5% | $158,922+24.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.40% | 1724.20%-1707.8pp | 1293.02%-1276.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $9,318 | $3,689+152.6% | $3,262+185.7% | $4,761+95.7% |
| Participant deferral / active EE | $12,228 | $4,348+181.2% | $3,963+208.5% | $5,982+104.4% |
| Admin fee / account holder | $43,866 | $6,501+574.8% | $5,611+681.8% | $11,246+290.1% |