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 | $99,347 | $99,020+0.3% | $86,590+14.7% | $147,584-32.7% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 17.56% | 1312.34%-1294.8pp | 964.84%-947.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $3,680 | $3,132+17.5% | $2,839+29.6% | $4,876-24.5% |
| Participant deferral / active EE | $9,707 | $3,972+144.4% | $3,609+169.0% | $5,439+78.5% |
| Admin fee / account holder | $12,009 | $5,710+110.3% | $4,906+144.8% | $10,885+10.3% |