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 | $111,677 | $100,041+11.6% | $149,718-25.4% | $70,131+59.2% |
| Participation rate | 98.5% | 83.6%+14.9pp | 87.1%+11.4pp | 69.5%+29.0pp |
| Annual return | 15.87% | 27.43%-11.6pp | 1501.63%-1485.8pp | 73.14%-57.3pp |
| Employer contribution / active EE | $5,244 | $3,662+43.2% | $5,445-3.7% | $2,342+123.9% |
| Participant deferral / active EE | $4,057 | $4,983-18.6% | $6,569-38.2% | $3,332+21.8% |
| Admin fee / account holder | $8,722 | $8,286+5.3% | $11,283-22.7% | $4,645+87.8% |