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 | $118,853 | $102,604+15.8% | $86,188+37.9% | $139,434-14.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.0%+11.0pp | 80.3%-0.3pp |
| Annual return | 16.48% | 1922.51%-1906.0pp | 1168.45%-1152.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,779 | $3,032-41.3% | $2,380-25.3% | $4,751-62.6% |
| Participant deferral / active EE | $2,298 | $4,676-50.9% | $3,985-42.3% | $6,710-65.8% |
| Admin fee / account holder | $4,186 | $8,657-51.6% | $6,852-38.9% | $11,403-63.3% |