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 | $117,922 | $100,852+16.9% | $90,404+30.4% | $158,922-25.8% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 18.97% | 1724.20%-1705.2pp | 1293.02%-1274.0pp | 302.83%-283.9pp |
| Employer contribution / active EE | $4,230 | $3,689+14.7% | $3,262+29.7% | $4,761-11.2% |
| Participant deferral / active EE | $10,173 | $4,348+134.0% | $3,963+156.7% | $5,982+70.1% |
| Admin fee / account holder | $642 | $6,501-90.1% | $5,611-88.6% | $11,246-94.3% |