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 | $111,947 | $56,199+99.2% | $67,652+65.5% | $59,632+87.7% |
| Participation rate | 97.3% | 71.5%+25.8pp | 75.7%+21.6pp | 68.7%+28.6pp |
| Annual return | 0.23% | 18505.31%-18505.1pp | 6625.04%-6624.8pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $3,877 | $1,614+140.1% | $2,266+71.1% | $2,203+76.0% |
| Participant deferral / active EE | $4,123 | $2,844+45.0% | $3,560+15.8% | $3,192+29.2% |
| Admin fee / account holder | $7,993 | $3,958+101.9% | $4,821+65.8% | $4,297+86.0% |