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 | $155,867 | $58,927+164.5% | $76,817+102.9% | $72,985+113.6% |
| Participation rate | 83.7% | 67.3%+16.4pp | 72.1%+11.6pp | 69.5%+14.2pp |
| Annual return | 28.37% | 2305.64%-2277.3pp | 1166.11%-1137.7pp | 81.00%-52.6pp |
| Employer contribution / active EE | $2,685 | $1,787+50.2% | $2,302+16.6% | $2,440+10.0% |
| Participant deferral / active EE | $8,698 | $2,690+223.3% | $3,336+160.8% | $3,607+141.1% |
| Admin fee / account holder | $1,094 | $4,013-72.7% | $6,420-83.0% | $5,124-78.6% |