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 | $76,404 | $52,450+45.7% | $129,295-40.9% | $74,546+2.5% |
| Participation rate | 71.6% | 53.8%+17.7pp | 69.6%+1.9pp | 67.2%+4.4pp |
| Annual return | 15.78% | 15.65%+0.1pp | 9429.28%-9413.5pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $3,901 | $1,532+154.6% | $4,157-6.2% | $2,624+48.6% |
| Participant deferral / active EE | $8,296 | $2,797+196.6% | $4,169+99.0% | $4,347+90.8% |
| Admin fee / account holder | $4,855 | $2,636+84.2% | $7,665-36.7% | $1,944+149.8% |