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 | $126,802 | $68,097+86.2% | $62,929+101.5% | $137,256-7.6% |
| Participation rate | 81.8% | 77.4%+4.4pp | 73.1%+8.7pp | 80.0%+1.9pp |
| Annual return | 14.95% | 1859.11%-1844.2pp | 1063.93%-1049.0pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,634 | $2,811-6.3% | $2,505+5.2% | $4,156-36.6% |
| Participant deferral / active EE | $6,465 | $4,553+42.0% | $3,888+66.3% | $6,407+0.9% |
| Admin fee / account holder | $1,052 | $6,521-83.9% | $5,065-79.2% | $12,270-91.4% |