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 | $122,091 | $72,396+68.6% | $67,511+80.8% | $145,959-16.4% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 17.26% | 7194.07%-7176.8pp | 3517.41%-3500.1pp | 561.95%-544.7pp |
| Employer contribution / active EE | $2,576 | $3,071-16.1% | $2,733-5.7% | $4,661-44.7% |
| Participant deferral / active EE | $6,833 | $4,781+42.9% | $4,000+70.8% | $6,689+2.2% |
| Admin fee / account holder | $2,239 | $5,538-59.6% | $3,999-44.0% | $13,398-83.3% |