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 | $68,092 | $109,817-38.0% | $98,442-30.8% | $167,490-59.3% |
| Participation rate | 92.3% | 75.8%+16.5pp | 73.3%+19.0pp | 82.1%+10.2pp |
| Annual return | 13.62% | 1956.69%-1943.1pp | 1492.73%-1479.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $5,871 | $3,224+82.1% | $2,960+98.4% | $4,837+21.4% |
| Participant deferral / active EE | $9,713 | $4,673+107.8% | $4,276+127.1% | $6,341+53.2% |
| Admin fee / account holder | $12,500 | $6,753+85.1% | $5,949+110.1% | $12,309+1.6% |