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 | $62,276 | $58,927+5.7% | $76,817-18.9% | $72,985-14.7% |
| Participation rate | 96.5% | 67.3%+29.1pp | 72.1%+24.4pp | 69.5%+27.0pp |
| Annual return | 20.71% | 2305.64%-2284.9pp | 1166.11%-1145.4pp | 81.00%-60.3pp |
| Employer contribution / active EE | $4,700 | $1,787+163.1% | $2,302+104.2% | $2,440+92.6% |
| Participant deferral / active EE | $5,345 | $2,690+98.7% | $3,336+60.2% | $3,607+48.2% |
| Admin fee / account holder | $5,015 | $4,013+25.0% | $6,420-21.9% | $5,124-2.1% |