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 | $72,247 | $109,817-34.2% | $98,442-26.6% | $167,490-56.9% |
| Participation rate | 84.2% | 75.8%+8.4pp | 73.3%+10.9pp | 82.1%+2.1pp |
| Annual return | 34.41% | 1956.69%-1922.3pp | 1492.73%-1458.3pp | 478.56%-444.2pp |
| Employer contribution / active EE | $7,604 | $3,224+135.9% | $2,960+156.9% | $4,837+57.2% |
| Participant deferral / active EE | $9,691 | $4,673+107.4% | $4,276+126.6% | $6,341+52.8% |
| Admin fee / account holder | $2,651 | $6,753-60.7% | $5,949-55.4% | $12,309-78.5% |