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 | $121,576 | $101,317+20.0% | $146,958-17.3% | $74,495+63.2% |
| Participation rate | 93.5% | 75.5%+17.9pp | 82.2%+11.3pp | 67.2%+26.3pp |
| Annual return | 20.02% | 8730.91%-8710.9pp | 418.34%-398.3pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $2,549 | $3,810-33.1% | $4,933-48.3% | $2,623-2.8% |
| Participant deferral / active EE | $10,081 | $7,303+38.0% | $8,070+24.9% | $4,346+132.0% |
| Admin fee / account holder | $6,742 | $1,739+287.7% | $12,998-48.1% | $1,942+247.2% |