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 | $130,707 | $155,788-16.1% | $124,672+4.8% | $167,490-22.0% |
| Participation rate | 91.7% | 81.1%+10.6pp | 74.6%+17.1pp | 82.1%+9.6pp |
| Annual return | 16.44% | 17.97%-1.5pp | 5142.93%-5126.5pp | 478.56%-462.1pp |
| Employer contribution / active EE | $3,753 | $4,163-9.9% | $3,324+12.9% | $4,837-22.4% |
| Participant deferral / active EE | $8,348 | $5,673+47.1% | $4,614+80.9% | $6,341+31.6% |
| Admin fee / account holder | $350 | $9,531-96.3% | $7,493-95.3% | $12,309-97.2% |