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 | $101,800 | $180,749-43.7% | $160,784-36.7% | $137,256-25.8% |
| Participation rate | 95.5% | 80.0%+15.5pp | 77.0%+18.5pp | 80.0%+15.5pp |
| Annual return | 17.23% | 2234.46%-2217.2pp | 1803.92%-1786.7pp | 220.34%-203.1pp |
| Employer contribution / active EE | $6,388 | $4,155+53.7% | $3,733+71.1% | $4,156+53.7% |
| Participant deferral / active EE | $3,633 | $6,844-46.9% | $6,293-42.3% | $6,407-43.3% |
| Admin fee / account holder | $1,997 | $10,397-80.8% | $9,717-79.4% | $12,270-83.7% |