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 8-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 | $103,810 | $96,305+7.8% | $80,569+28.8% | $139,434-25.5% |
| Participation rate | 95.0% | 73.6%+21.4pp | 67.0%+28.0pp | 80.3%+14.7pp |
| Annual return | 15.96% | 1350.08%-1334.1pp | 935.43%-919.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,502 | $3,262-23.3% | $2,723-8.1% | $4,751-47.3% |
| Participant deferral / active EE | $5,101 | $5,232-2.5% | $4,447+14.7% | $6,710-24.0% |
| Admin fee / account holder | $3,577 | $6,599-45.8% | $5,377-33.5% | $11,403-68.6% |