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 | $98,243 | $169,032-41.9% | $129,207-24.0% | $145,922-32.7% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 8.50% | 14330.11%-14321.6pp | 9417.33%-9408.8pp | 561.29%-552.8pp |
| Employer contribution / active EE | $3,036 | $5,537-45.2% | $4,153-26.9% | $4,660-34.8% |
| Participant deferral / active EE | $9,600 | $4,987+92.5% | $4,168+130.4% | $6,688+43.5% |
| Admin fee / account holder | $13,300 | $9,954+33.6% | $7,715+72.4% | $13,397-0.7% |