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 | $111,639 | $45,152+147.3% | $73,843+51.2% | $59,632+87.2% |
| Participation rate | 93.3% | 64.0%+29.3pp | 73.4%+19.9pp | 68.7%+24.7pp |
| Annual return | -0.48% | 27.40%-27.9pp | 2267.84%-2268.3pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $3,308 | $1,902+73.9% | $2,787+18.7% | $2,203+50.2% |
| Participant deferral / active EE | $6,789 | $2,574+163.8% | $3,583+89.5% | $3,192+112.7% |
| Admin fee / account holder | $614 | $3,516-82.5% | $4,880-87.4% | $4,297-85.7% |