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 | $135,407 | $78,485+72.5% | $106,213+27.5% | $74,495+81.8% |
| Participation rate | 94.8% | 72.8%+22.0pp | 75.3%+19.5pp | 67.2%+27.6pp |
| Annual return | 58.42% | 15.95%+42.5pp | 116.14%-57.7pp | 1364.94%-1306.5pp |
| Employer contribution / active EE | $8,156 | $2,523+223.3% | $3,171+157.2% | $2,623+210.9% |
| Participant deferral / active EE | $8,006 | $4,322+85.2% | $5,016+59.6% | $4,346+84.2% |
| Admin fee / account holder | $7,249 | $2,232+224.8% | $11,033-34.3% | $1,942+273.3% |