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 | $101,049 | $101,317-0.3% | $146,958-31.2% | $74,495+35.6% |
| Participation rate | 82.4% | 75.5%+6.9pp | 82.2%+0.3pp | 67.2%+15.2pp |
| Annual return | 24.37% | 8730.91%-8706.5pp | 418.34%-394.0pp | 1364.94%-1340.6pp |
| Employer contribution / active EE | $5,582 | $3,810+46.5% | $4,933+13.2% | $2,623+112.8% |
| Participant deferral / active EE | $11,292 | $7,303+54.6% | $8,070+39.9% | $4,346+159.8% |
| Admin fee / account holder | $21,844 | $1,739+1156.2% | $12,998+68.1% | $1,942+1025.0% |