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 | $172,003 | $58,927+191.9% | $76,817+123.9% | $72,985+135.7% |
| Participation rate | 94.4% | 67.3%+27.1pp | 72.1%+22.4pp | 69.5%+25.0pp |
| Annual return | 25.62% | 2305.64%-2280.0pp | 1166.11%-1140.5pp | 81.00%-55.4pp |
| Employer contribution / active EE | $4,819 | $1,787+169.7% | $2,302+109.3% | $2,440+97.5% |
| Participant deferral / active EE | $10,835 | $2,690+302.7% | $3,336+224.8% | $3,607+200.4% |
| Admin fee / account holder | $1,731 | $4,013-56.9% | $6,420-73.0% | $5,124-66.2% |