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 | $107,270 | $99,020+8.3% | $86,590+23.9% | $147,584-27.3% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 16.25% | 1312.34%-1296.1pp | 964.84%-948.6pp | 578.55%-562.3pp |
| Employer contribution / active EE | $4,300 | $3,132+37.3% | $2,839+51.5% | $4,876-11.8% |
| Participant deferral / active EE | $7,955 | $3,972+100.3% | $3,609+120.4% | $5,439+46.3% |
| Admin fee / account holder | $4,475 | $5,710-21.6% | $4,906-8.8% | $10,885-58.9% |