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 | $97,248 | $70,587+37.8% | $124,672-22.0% | $85,850+13.3% |
| Participation rate | 78.0% | 64.4%+13.6pp | 74.6%+3.4pp | 69.3%+8.7pp |
| Annual return | 13.27% | 20688.83%-20675.6pp | 5142.93%-5129.7pp | 318.53%-305.3pp |
| Employer contribution / active EE | $3,743 | $1,913+95.6% | $3,324+12.6% | $2,565+45.9% |
| Participant deferral / active EE | $5,458 | $2,969+83.9% | $4,614+18.3% | $3,952+38.1% |
| Admin fee / account holder | $9,458 | $5,282+79.1% | $7,493+26.2% | $6,260+51.1% |