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 | $112,127 | $58,927+90.3% | $76,817+46.0% | $72,985+53.6% |
| Participation rate | 79.6% | 67.3%+12.2pp | 72.1%+7.5pp | 69.5%+10.1pp |
| Annual return | 25.69% | 2305.64%-2280.0pp | 1166.11%-1140.4pp | 81.00%-55.3pp |
| Employer contribution / active EE | $1,249 | $1,787-30.1% | $2,302-45.7% | $2,440-48.8% |
| Participant deferral / active EE | $4,945 | $2,690+83.8% | $3,336+48.2% | $3,607+37.1% |
| Admin fee / account holder | $8,837 | $4,013+120.2% | $6,420+37.7% | $5,124+72.5% |