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 | $67,925 | $86,286-21.3% | $111,297-39.0% | $85,850-20.9% |
| Participation rate | 97.6% | 73.3%+24.3pp | 77.3%+20.3pp | 69.3%+28.3pp |
| Annual return | 1494.90% | 19.99%+1474.9pp | 54.65%+1440.3pp | 318.53%+1176.4pp |
| Employer contribution / active EE | $3,843 | $2,043+88.1% | $2,731+40.7% | $2,565+49.8% |
| Participant deferral / active EE | $3,127 | $3,641-14.1% | $4,487-30.3% | $3,952-20.9% |
| Admin fee / account holder | $12,989 | $8,188+58.6% | $7,964+63.1% | $6,260+107.5% |