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 | $59,303 | $101,317-41.5% | $146,958-59.6% | $74,495-20.4% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 17.70% | 8730.91%-8713.2pp | 418.34%-400.6pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $4,695 | $3,810+23.2% | $4,933-4.8% | $2,623+79.0% |
| Participant deferral / active EE | $8,631 | $7,303+18.2% | $8,070+7.0% | $4,346+98.6% |
| Admin fee / account holder | $2,214 | $1,739+27.3% | $12,998-83.0% | $1,942+14.0% |