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 | $97,210 | $109,817-11.5% | $98,442-1.3% | $167,490-42.0% |
| Participation rate | 94.7% | 75.8%+18.9pp | 73.3%+21.4pp | 82.1%+12.6pp |
| Annual return | 16.75% | 1956.69%-1939.9pp | 1492.73%-1476.0pp | 478.56%-461.8pp |
| Employer contribution / active EE | $4,090 | $3,224+26.9% | $2,960+38.2% | $4,837-15.5% |
| Participant deferral / active EE | $6,240 | $4,673+33.5% | $4,276+45.9% | $6,341-1.6% |
| Admin fee / account holder | $16,440 | $6,753+143.5% | $5,949+176.3% | $12,309+33.6% |