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 | $77,420 | $58,927+31.4% | $76,817+0.8% | $72,985+6.1% |
| Participation rate | 92.0% | 67.3%+24.7pp | 72.1%+19.9pp | 69.5%+22.5pp |
| Annual return | 18.44% | 2305.64%-2287.2pp | 1166.11%-1147.7pp | 81.00%-62.6pp |
| Employer contribution / active EE | $3,000 | $1,787+67.9% | $2,302+30.3% | $2,440+23.0% |
| Participant deferral / active EE | $2,630 | $2,690-2.2% | $3,336-21.2% | $3,607-27.1% |
| Admin fee / account holder | $4,221 | $4,013+5.2% | $6,420-34.2% | $5,124-17.6% |