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 | $120,535 | $99,020+21.7% | $86,590+39.2% | $147,584-18.3% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 12.74% | 1312.34%-1299.6pp | 964.84%-952.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $2,633 | $3,132-15.9% | $2,839-7.3% | $4,876-46.0% |
| Participant deferral / active EE | $6,154 | $3,972+54.9% | $3,609+70.5% | $5,439+13.2% |
| Admin fee / account holder | $442 | $5,710-92.3% | $4,906-91.0% | $10,885-95.9% |