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 | $86,214 | $70,587+22.1% | $124,672-30.8% | $85,850+0.4% |
| Participation rate | 97.1% | 64.4%+32.7pp | 74.6%+22.5pp | 69.3%+27.8pp |
| Annual return | 12.60% | 20688.83%-20676.2pp | 5142.93%-5130.3pp | 318.53%-305.9pp |
| Employer contribution / active EE | $3,383 | $1,913+76.8% | $3,324+1.8% | $2,565+31.9% |
| Participant deferral / active EE | $4,521 | $2,969+52.3% | $4,614-2.0% | $3,952+14.4% |
| Admin fee / account holder | $2,311 | $5,282-56.3% | $7,493-69.2% | $6,260-63.1% |