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 | $83,285 | $99,020-15.9% | $86,590-3.8% | $147,584-43.6% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 18.89% | 1312.34%-1293.4pp | 964.84%-945.9pp | 578.55%-559.7pp |
| Employer contribution / active EE | $2,274 | $3,132-27.4% | $2,839-19.9% | $4,876-53.4% |
| Participant deferral / active EE | $7,228 | $3,972+82.0% | $3,609+100.3% | $5,439+32.9% |
| Admin fee / account holder | $16,009 | $5,710+180.4% | $4,906+226.3% | $10,885+47.1% |