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 | $131,224 | $102,604+27.9% | $86,188+52.3% | $139,434-5.9% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.0%+22.0pp | 80.3%+10.6pp |
| Annual return | 11.64% | 1922.51%-1910.9pp | 1168.45%-1156.8pp | 372.94%-361.3pp |
| Employer contribution / active EE | $1,989 | $3,032-34.4% | $2,380-16.4% | $4,751-58.1% |
| Participant deferral / active EE | $3,036 | $4,676-35.1% | $3,985-23.8% | $6,710-54.8% |
| Admin fee / account holder | $17,648 | $8,657+103.9% | $6,852+157.6% | $11,403+54.8% |