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 | $95,769 | $99,020-3.3% | $86,590+10.6% | $147,584-35.1% |
| Participation rate | 95.2% | 76.3%+18.9pp | 73.5%+21.7pp | 82.8%+12.4pp |
| Annual return | 21.81% | 1312.34%-1290.5pp | 964.84%-943.0pp | 578.55%-556.7pp |
| Employer contribution / active EE | $4,436 | $3,132+41.6% | $2,839+56.2% | $4,876-9.0% |
| Participant deferral / active EE | $2,287 | $3,972-42.4% | $3,609-36.6% | $5,439-57.9% |
| Admin fee / account holder | $2,391 | $5,710-58.1% | $4,906-51.3% | $10,885-78.0% |