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 | $90,786 | $100,852-10.0% | $90,404+0.4% | $158,922-42.9% |
| Participation rate | 95.7% | 75.0%+20.6pp | 72.7%+23.0pp | 82.0%+13.7pp |
| Annual return | 23.61% | 1724.20%-1700.6pp | 1293.02%-1269.4pp | 302.83%-279.2pp |
| Employer contribution / active EE | $1,537 | $3,689-58.3% | $3,262-52.9% | $4,761-67.7% |
| Participant deferral / active EE | $3,369 | $4,348-22.5% | $3,963-15.0% | $5,982-43.7% |
| Admin fee / account holder | $4,294 | $6,501-33.9% | $5,611-23.5% | $11,246-61.8% |