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 | $112,735 | $58,927+91.3% | $76,817+46.8% | $72,985+54.5% |
| Participation rate | 78.7% | 67.3%+11.4pp | 72.1%+6.6pp | 69.5%+9.2pp |
| Annual return | 22.74% | 2305.64%-2282.9pp | 1166.11%-1143.4pp | 81.00%-58.3pp |
| Employer contribution / active EE | $2,498 | $1,787+39.8% | $2,302+8.5% | $2,440+2.4% |
| Participant deferral / active EE | $5,784 | $2,690+115.0% | $3,336+73.4% | $3,607+60.3% |
| Admin fee / account holder | $7,028 | $4,013+75.1% | $6,420+9.5% | $5,124+37.1% |