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 | $106,725 | $58,927+81.1% | $76,817+38.9% | $72,985+46.2% |
| Participation rate | 84.6% | 67.3%+17.3pp | 72.1%+12.5pp | 69.5%+15.1pp |
| Annual return | 21.41% | 2305.64%-2284.2pp | 1166.11%-1144.7pp | 81.00%-59.6pp |
| Employer contribution / active EE | $7,466 | $1,787+317.9% | $2,302+224.3% | $2,440+206.0% |
| Participant deferral / active EE | $5,021 | $2,690+86.6% | $3,336+50.5% | $3,607+39.2% |
| Admin fee / account holder | $625 | $4,013-84.4% | $6,420-90.3% | $5,124-87.8% |