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 | $129,068 | $180,749-28.6% | $160,784-19.7% | $137,256-6.0% |
| Participation rate | 83.3% | 80.0%+3.4pp | 77.0%+6.4pp | 80.0%+3.4pp |
| Annual return | 16.21% | 2234.46%-2218.3pp | 1803.92%-1787.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $5,716 | $4,155+37.6% | $3,733+53.1% | $4,156+37.5% |
| Participant deferral / active EE | $6,247 | $6,844-8.7% | $6,293-0.7% | $6,407-2.5% |
| Admin fee / account holder | $10,704 | $10,397+3.0% | $9,717+10.2% | $12,270-12.8% |