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 | $97,870 | $56,199+74.1% | $67,652+44.7% | $59,632+64.1% |
| Participation rate | 94.4% | 71.5%+23.0pp | 75.7%+18.8pp | 68.7%+25.8pp |
| Annual return | 1.89% | 18505.31%-18503.4pp | 6625.04%-6623.2pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $2,289 | $1,614+41.8% | $2,266+1.0% | $2,203+3.9% |
| Participant deferral / active EE | $6,243 | $2,844+119.6% | $3,560+75.4% | $3,192+95.6% |
| Admin fee / account holder | $334 | $3,958-91.6% | $4,821-93.1% | $4,297-92.2% |