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 | $108,753 | $156,846-30.7% | $121,098-10.2% | $139,434-22.0% |
| Participation rate | 95.2% | 76.4%+18.8pp | 69.5%+25.8pp | 80.3%+14.9pp |
| Annual return | 17.49% | 1474.56%-1457.1pp | 985.75%-968.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $6,792 | $5,536+22.7% | $4,164+63.1% | $4,751+43.0% |
| Participant deferral / active EE | $5,557 | $4,844+14.7% | $4,080+36.2% | $6,710-17.2% |
| Admin fee / account holder | $8,533 | $6,946+22.9% | $5,644+51.2% | $11,403-25.2% |