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 | $162,033 | $58,927+175.0% | $76,817+110.9% | $72,985+122.0% |
| Participation rate | 96.0% | 67.3%+28.7pp | 72.1%+23.9pp | 69.5%+26.5pp |
| Annual return | 20.79% | 2305.64%-2284.9pp | 1166.11%-1145.3pp | 81.00%-60.2pp |
| Employer contribution / active EE | $6,276 | $1,787+251.2% | $2,302+172.6% | $2,440+157.2% |
| Participant deferral / active EE | $4,736 | $2,690+76.0% | $3,336+42.0% | $3,607+31.3% |
| Admin fee / account holder | $6,896 | $4,013+71.9% | $6,420+7.4% | $5,124+34.6% |