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 | $113,006 | $180,749-37.5% | $160,784-29.7% | $137,256-17.7% |
| Participation rate | 85.7% | 80.0%+5.7pp | 77.0%+8.8pp | 80.0%+5.8pp |
| Annual return | 13.43% | 2234.46%-2221.0pp | 1803.92%-1790.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $3,459 | $4,155-16.8% | $3,733-7.3% | $4,156-16.8% |
| Participant deferral / active EE | $6,695 | $6,844-2.2% | $6,293+6.4% | $6,407+4.5% |
| Admin fee / account holder | $23,824 | $10,397+129.2% | $9,717+145.2% | $12,270+94.2% |