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 6-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 | $90,028 | $72,277+24.6% | $101,248-11.1% | $79,858+12.7% |
| Participation rate | 92.8% | 68.5%+24.3pp | 75.8%+16.9pp | 69.6%+23.1pp |
| Annual return | 2885.10% | 22.30%+2862.8pp | 46.47%+2838.6pp | 31.71%+2853.4pp |
| Employer contribution / active EE | $5,954 | $2,692+121.2% | $3,660+62.7% | $2,471+141.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,253 | $4,400-71.5% | $5,945-78.9% | $5,306-76.4% |