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 | $131,712 | $58,927+123.5% | $76,817+71.5% | $72,985+80.5% |
| Participation rate | 90.7% | 67.3%+23.4pp | 72.1%+18.7pp | 69.5%+21.3pp |
| Annual return | 17.14% | 2305.64%-2288.5pp | 1166.11%-1149.0pp | 81.00%-63.9pp |
| Employer contribution / active EE | $779 | $1,787-56.4% | $2,302-66.2% | $2,440-68.1% |
| Participant deferral / active EE | $5,432 | $2,690+101.9% | $3,336+62.8% | $3,607+50.6% |
| Admin fee / account holder | $15,667 | $4,013+290.4% | $6,420+144.0% | $5,124+205.7% |