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 | $117,959 | $102,604+15.0% | $86,188+36.9% | $139,434-15.4% |
| Participation rate | 79.2% | 74.5%+4.7pp | 69.0%+10.2pp | 80.3%-1.2pp |
| Annual return | 11.30% | 1922.51%-1911.2pp | 1168.45%-1157.1pp | 372.94%-361.6pp |
| Employer contribution / active EE | $1,417 | $3,032-53.3% | $2,380-40.4% | $4,751-70.2% |
| Participant deferral / active EE | $5,211 | $4,676+11.5% | $3,985+30.8% | $6,710-22.3% |
| Admin fee / account holder | $10,662 | $8,657+23.2% | $6,852+55.6% | $11,403-6.5% |