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 | $81,497 | $68,097+19.7% | $62,929+29.5% | $137,256-40.6% |
| Participation rate | 84.2% | 77.4%+6.8pp | 73.1%+11.1pp | 80.0%+4.3pp |
| Annual return | 14.25% | 1859.11%-1844.9pp | 1063.93%-1049.7pp | 220.34%-206.1pp |
| Employer contribution / active EE | $5,601 | $2,811+99.3% | $2,505+123.6% | $4,156+34.8% |
| Participant deferral / active EE | $2,775 | $4,553-39.0% | $3,888-28.6% | $6,407-56.7% |
| Admin fee / account holder | $9,990 | $6,521+53.2% | $5,065+97.2% | $12,270-18.6% |