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 | $114,400 | $102,604+11.5% | $86,188+32.7% | $139,434-18.0% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.0%+12.9pp | 80.3%+1.5pp |
| Annual return | 15.96% | 1922.51%-1906.5pp | 1168.45%-1152.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,038 | $3,032-65.8% | $2,380-56.4% | $4,751-78.2% |
| Participant deferral / active EE | $3,932 | $4,676-15.9% | $3,985-1.3% | $6,710-41.4% |
| Admin fee / account holder | $5,383 | $8,657-37.8% | $6,852-21.4% | $11,403-52.8% |