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 | $89,208 | $81,208+9.9% | $98,907-9.8% | $79,858+11.7% |
| Participation rate | 98.6% | 72.5%+26.1pp | 76.0%+22.5pp | 69.6%+28.9pp |
| Annual return | 17.90% | 60.99%-43.1pp | 196.43%-178.5pp | 31.71%-13.8pp |
| Employer contribution / active EE | $5,880 | $1,960+200.1% | $2,689+118.7% | $2,471+138.0% |
| Participant deferral / active EE | $3,726 | $3,265+14.1% | $4,244-12.2% | $3,740-0.4% |
| Admin fee / account holder | $13,145 | $6,013+118.6% | $6,642+97.9% | $5,306+147.7% |