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 | $67,442 | $78,694-14.3% | $67,652-0.3% | $125,391-46.2% |
| Participation rate | 87.5% | 78.8%+8.7pp | 75.7%+11.8pp | 83.2%+4.3pp |
| Annual return | 1357.74% | 9.46%+1348.3pp | 6625.04%-5267.3pp | 282.22%+1075.5pp |
| Employer contribution / active EE | $3,928 | $3,044+29.0% | $2,266+73.4% | $4,866-19.3% |
| Participant deferral / active EE | $3,692 | $4,292-14.0% | $3,560+3.7% | $5,352-31.0% |
| Admin fee / account holder | $1,558 | $7,403-79.0% | $4,821-67.7% | $9,540-83.7% |