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 | $147,396 | $58,927+150.1% | $76,817+91.9% | $72,985+102.0% |
| Participation rate | 89.5% | 67.3%+22.2pp | 72.1%+17.5pp | 69.5%+20.0pp |
| Annual return | 18.47% | 2305.64%-2287.2pp | 1166.11%-1147.6pp | 81.00%-62.5pp |
| Employer contribution / active EE | $3,977 | $1,787+122.6% | $2,302+72.8% | $2,440+63.0% |
| Participant deferral / active EE | $7,406 | $2,690+175.3% | $3,336+122.0% | $3,607+105.3% |
| Admin fee / account holder | $4,502 | $4,013+12.2% | $6,420-29.9% | $5,124-12.2% |