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 | $93,164 | $57,281+62.6% | $86,612+7.6% | $75,163+23.9% |
| Participation rate | 97.9% | 63.2%+34.7pp | 71.7%+26.2pp | 67.2%+30.7pp |
| Annual return | 17.69% | 2670.75%-2653.1pp | 591.07%-573.4pp | 160.62%-142.9pp |
| Employer contribution / active EE | $1,913 | $2,314-17.3% | $3,022-36.7% | $2,670-28.3% |
| Participant deferral / active EE | $5,405 | $3,318+62.9% | $4,438+21.8% | $4,125+31.0% |
| Admin fee / account holder | $9,915 | $4,112+141.1% | $5,614+76.6% | $5,651+75.5% |