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 | $77,634 | $45,152+71.9% | $73,843+5.1% | $59,632+30.2% |
| Participation rate | 86.4% | 64.0%+22.3pp | 73.4%+12.9pp | 68.7%+17.7pp |
| Annual return | 0.73% | 27.40%-26.7pp | 2267.84%-2267.1pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $6,414 | $1,902+237.2% | $2,787+130.1% | $2,203+191.2% |
| Participant deferral / active EE | $2,900 | $2,574+12.7% | $3,583-19.1% | $3,192-9.1% |
| Admin fee / account holder | $5,694 | $3,516+61.9% | $4,880+16.7% | $4,297+32.5% |