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 | $106,512 | $56,199+89.5% | $67,652+57.4% | $59,632+78.6% |
| Participation rate | 89.3% | 71.5%+17.8pp | 75.7%+13.6pp | 68.7%+20.6pp |
| Annual return | 3.51% | 18505.31%-18501.8pp | 6625.04%-6621.5pp | 2041.28%-2037.8pp |
| Employer contribution / active EE | $4,588 | $1,614+184.2% | $2,266+102.5% | $2,203+108.3% |
| Participant deferral / active EE | $8,382 | $2,844+194.8% | $3,560+135.5% | $3,192+162.6% |
| Admin fee / account holder | $23,862 | $3,958+502.8% | $4,821+395.0% | $4,297+455.3% |