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 | $108,661 | $99,020+9.7% | $86,590+25.5% | $147,584-26.4% |
| Participation rate | 77.8% | 76.3%+1.4pp | 73.5%+4.2pp | 82.8%-5.1pp |
| Annual return | 21.60% | 1312.34%-1290.7pp | 964.84%-943.2pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,949 | $3,132-37.8% | $2,839-31.4% | $4,876-60.0% |
| Participant deferral / active EE | $7,579 | $3,972+90.8% | $3,609+110.0% | $5,439+39.4% |
| Admin fee / account holder | $8,018 | $5,710+40.4% | $4,906+63.4% | $10,885-26.3% |