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 | $158,244 | $102,604+54.2% | $86,188+83.6% | $139,434+13.5% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 18.07% | 1922.51%-1904.4pp | 1168.45%-1150.4pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,318 | $3,032-56.5% | $2,380-44.6% | $4,751-72.2% |
| Participant deferral / active EE | $6,464 | $4,676+38.2% | $3,985+62.2% | $6,710-3.7% |
| Admin fee / account holder | $1,000 | $8,657-88.5% | $6,852-85.4% | $11,403-91.2% |