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 | $132,241 | $101,317+30.5% | $146,958-10.0% | $74,495+77.5% |
| Participation rate | 95.0% | 75.5%+19.5pp | 82.2%+12.9pp | 67.2%+27.8pp |
| Annual return | 17.00% | 8730.91%-8713.9pp | 418.34%-401.3pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $4,438 | $3,810+16.5% | $4,933-10.0% | $2,623+69.2% |
| Participant deferral / active EE | $7,819 | $7,303+7.1% | $8,070-3.1% | $4,346+79.9% |
| Admin fee / account holder | $2,560 | $1,739+47.2% | $12,998-80.3% | $1,942+31.8% |