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 | $97,467 | $58,927+65.4% | $76,817+26.9% | $72,985+33.5% |
| Participation rate | 98.3% | 67.3%+31.0pp | 72.1%+26.2pp | 69.5%+28.8pp |
| Annual return | 23.76% | 2305.64%-2281.9pp | 1166.11%-1142.3pp | 81.00%-57.2pp |
| Employer contribution / active EE | $3,631 | $1,787+103.2% | $2,302+57.7% | $2,440+48.8% |
| Participant deferral / active EE | $8,636 | $2,690+221.0% | $3,336+158.9% | $3,607+139.4% |
| Admin fee / account holder | $2,406 | $4,013-40.0% | $6,420-62.5% | $5,124-53.0% |