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 | $113,831 | $101,499+12.1% | $147,005-22.6% | $74,546+52.7% |
| Participation rate | 83.5% | 75.5%+8.0pp | 82.2%+1.3pp | 67.2%+16.3pp |
| Annual return | 21.96% | 8732.34%-8710.4pp | 418.76%-396.8pp | 1366.03%-1344.1pp |
| Employer contribution / active EE | $5,114 | $3,811+34.2% | $4,934+3.6% | $2,624+94.9% |
| Participant deferral / active EE | $12,619 | $7,304+72.8% | $8,070+56.4% | $4,347+190.3% |
| Admin fee / account holder | $7,920 | $1,748+353.2% | $13,006-39.1% | $1,944+307.5% |