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 | $130,604 | $99,020+31.9% | $86,590+50.8% | $147,584-11.5% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 13.91% | 1312.34%-1298.4pp | 964.84%-950.9pp | 578.55%-564.6pp |
| Employer contribution / active EE | $3,025 | $3,132-3.4% | $2,839+6.5% | $4,876-38.0% |
| Participant deferral / active EE | $3,276 | $3,972-17.5% | $3,609-9.2% | $5,439-39.8% |
| Admin fee / account holder | $2,607 | $5,710-54.3% | $4,906-46.9% | $10,885-76.1% |