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 | $96,382 | $96,305+0.1% | $80,569+19.6% | $139,434-30.9% |
| Participation rate | 90.0% | 73.6%+16.4pp | 67.0%+23.0pp | 80.3%+9.7pp |
| Annual return | 19.92% | 1350.08%-1330.2pp | 935.43%-915.5pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,353 | $3,262-27.9% | $2,723-13.6% | $4,751-50.5% |
| Participant deferral / active EE | $7,110 | $5,232+35.9% | $4,447+59.9% | $6,710+6.0% |
| Admin fee / account holder | $18,305 | $6,599+177.4% | $5,377+240.4% | $11,403+60.5% |