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 | $64,709 | $81,625-20.7% | $58,482+10.6% | $139,434-53.6% |
| Participation rate | 71.4% | 61.3%+10.1pp | 50.9%+20.6pp | 80.3%-8.9pp |
| Annual return | 33.20% | 7404.20%-7371.0pp | 4239.32%-4206.1pp | 372.94%-339.7pp |
| Employer contribution / active EE | $2,057 | $1,398+47.1% | $1,053+95.3% | $4,751-56.7% |
| Participant deferral / active EE | $4,035 | $2,557+57.8% | $1,924+109.7% | $6,710-39.9% |
| Admin fee / account holder | $2,258 | $3,265-30.8% | $2,516-10.3% | $11,403-80.2% |