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 | $119,795 | $72,396+65.5% | $67,511+77.4% | $145,959-17.9% |
| Participation rate | 95.8% | 76.9%+19.0pp | 72.9%+22.9pp | 80.3%+15.5pp |
| Annual return | 14.75% | 7194.07%-7179.3pp | 3517.41%-3502.7pp | 561.95%-547.2pp |
| Employer contribution / active EE | $3,690 | $3,071+20.2% | $2,733+35.0% | $4,661-20.8% |
| Participant deferral / active EE | $8,008 | $4,781+67.5% | $4,000+100.2% | $6,689+19.7% |
| Admin fee / account holder | $18,829 | $5,538+240.0% | $3,999+370.9% | $13,398+40.5% |