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 | $62,302 | $72,400-13.9% | $67,502-7.7% | $145,922-57.3% |
| Participation rate | 94.1% | 76.9%+17.3pp | 72.9%+21.2pp | 80.3%+13.8pp |
| Annual return | 10.62% | 7182.46%-7171.8pp | 3512.12%-3501.5pp | 561.29%-550.7pp |
| Employer contribution / active EE | $4,172 | $3,069+35.9% | $2,731+52.8% | $4,660-10.5% |
| Participant deferral / active EE | $8,430 | $4,783+76.3% | $4,000+110.8% | $6,688+26.1% |
| Admin fee / account holder | $34,305 | $5,539+519.4% | $3,998+758.1% | $13,397+156.1% |