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 | $90,750 | $99,020-8.4% | $86,590+4.8% | $147,584-38.5% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 18.58% | 1312.34%-1293.8pp | 964.84%-946.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $1,493 | $3,132-52.3% | $2,839-47.4% | $4,876-69.4% |
| Participant deferral / active EE | $3,825 | $3,972-3.7% | $3,609+6.0% | $5,439-29.7% |
| Admin fee / account holder | $936 | $5,710-83.6% | $4,906-80.9% | $10,885-91.4% |