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 | $100,286 | $57,281+75.1% | $86,612+15.8% | $75,163+33.4% |
| Participation rate | 96.2% | 63.2%+33.0pp | 71.7%+24.5pp | 67.2%+29.0pp |
| Annual return | 19.66% | 2670.75%-2651.1pp | 591.07%-571.4pp | 160.62%-141.0pp |
| Employer contribution / active EE | $2,299 | $2,314-0.7% | $3,022-23.9% | $2,670-13.9% |
| Participant deferral / active EE | $3,883 | $3,318+17.0% | $4,438-12.5% | $4,125-5.9% |
| Admin fee / account holder | $4,029 | $4,112-2.0% | $5,614-28.2% | $5,651-28.7% |