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 | $88,097 | $109,817-19.8% | $98,442-10.5% | $167,490-47.4% |
| Participation rate | 78.3% | 75.8%+2.4pp | 73.3%+4.9pp | 82.1%-3.8pp |
| Annual return | 31.55% | 1956.69%-1925.1pp | 1492.73%-1461.2pp | 478.56%-447.0pp |
| Employer contribution / active EE | $3,860 | $3,224+19.7% | $2,960+30.4% | $4,837-20.2% |
| Participant deferral / active EE | $8,030 | $4,673+71.8% | $4,276+87.8% | $6,341+26.6% |
| Admin fee / account holder | $25,650 | $6,753+279.8% | $5,949+331.1% | $12,309+108.4% |