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 | $134,224 | $109,817+22.2% | $98,442+36.3% | $167,490-19.9% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 15.18% | 1956.69%-1941.5pp | 1492.73%-1477.5pp | 478.56%-463.4pp |
| Employer contribution / active EE | $1,602 | $3,224-50.3% | $2,960-45.9% | $4,837-66.9% |
| Participant deferral / active EE | $6,077 | $4,673+30.0% | $4,276+42.1% | $6,341-4.2% |
| Admin fee / account holder | $1,845 | $6,753-72.7% | $5,949-69.0% | $12,309-85.0% |