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 | $117,489 | $99,020+18.7% | $86,590+35.7% | $147,584-20.4% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 22.51% | 1312.34%-1289.8pp | 964.84%-942.3pp | 578.55%-556.0pp |
| Employer contribution / active EE | $1,733 | $3,132-44.7% | $2,839-38.9% | $4,876-64.5% |
| Participant deferral / active EE | $3,467 | $3,972-12.7% | $3,609-3.9% | $5,439-36.3% |
| Admin fee / account holder | $24,878 | $5,710+335.7% | $4,906+407.1% | $10,885+128.6% |