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 | $97,924 | $58,927+66.2% | $76,817+27.5% | $72,985+34.2% |
| Participation rate | 98.2% | 67.3%+30.9pp | 72.1%+26.1pp | 69.5%+28.7pp |
| Annual return | 20.87% | 2305.64%-2284.8pp | 1166.11%-1145.2pp | 81.00%-60.1pp |
| Employer contribution / active EE | $5,302 | $1,787+196.7% | $2,302+130.3% | $2,440+117.3% |
| Participant deferral / active EE | $4,629 | $2,690+72.0% | $3,336+38.8% | $3,607+28.3% |
| Admin fee / account holder | $7,839 | $4,013+95.3% | $6,420+22.1% | $5,124+53.0% |