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 | $106,910 | $150,440-28.9% | $136,294-21.6% | $147,584-27.6% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 18.83% | 1049.08%-1030.3pp | 5155.94%-5137.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $2,519 | $5,256-52.1% | $4,695-46.4% | $4,876-48.3% |
| Participant deferral / active EE | $8,221 | $6,630+24.0% | $6,247+31.6% | $5,439+51.2% |
| Admin fee / account holder | $4,458 | $10,905-59.1% | $9,243-51.8% | $10,885-59.0% |