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 | $169,161-41.9% | $129,295-24.0% | $145,959-32.7% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 8.50% | 14348.07%-14339.6pp | 9429.28%-9420.8pp | 561.95%-553.5pp |
| Employer contribution / active EE | $3,036 | $5,543-45.2% | $4,157-27.0% | $4,661-34.9% |
| Participant deferral / active EE | $9,600 | $4,989+92.4% | $4,169+130.3% | $6,689+43.5% |
| Admin fee / account holder | $13,300 | $9,878+34.6% | $7,665+73.5% | $13,398-0.7% |