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 | $139,807 | $102,604+36.3% | $86,188+62.2% | $139,434+0.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.08% | 1922.51%-1906.4pp | 1168.45%-1152.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,617 | $3,032-13.7% | $2,380+10.0% | $4,751-44.9% |
| Participant deferral / active EE | $6,680 | $4,676+42.9% | $3,985+67.6% | $6,710-0.4% |
| Admin fee / account holder | $5,499 | $8,657-36.5% | $6,852-19.7% | $11,403-51.8% |