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 | $114,672 | $100,852+13.7% | $90,404+26.8% | $158,922-27.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 20.08% | 1724.20%-1704.1pp | 1293.02%-1272.9pp | 302.83%-282.7pp |
| Employer contribution / active EE | $2,725 | $3,689-26.1% | $3,262-16.5% | $4,761-42.8% |
| Participant deferral / active EE | $6,484 | $4,348+49.1% | $3,963+63.6% | $5,982+8.4% |
| Admin fee / account holder | $18,259 | $6,501+180.9% | $5,611+225.4% | $11,246+62.4% |