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 | $229,488 | $100,852+127.5% | $90,404+153.8% | $158,922+44.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.62% | 1724.20%-1709.6pp | 1293.02%-1278.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $4,852 | $3,689+31.6% | $3,262+48.8% | $4,761+1.9% |
| Participant deferral / active EE | $17,726 | $4,348+307.7% | $3,963+347.3% | $5,982+196.3% |
| Admin fee / account holder | $74,835 | $6,501+1051.1% | $5,611+1233.8% | $11,246+565.5% |