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 | $112,684 | $109,817+2.6% | $98,442+14.5% | $167,490-32.7% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | 18.09% | 1956.69%-1938.6pp | 1492.73%-1474.6pp | 478.56%-460.5pp |
| Employer contribution / active EE | $9,948 | $3,224+208.6% | $2,960+236.1% | $4,837+105.6% |
| Participant deferral / active EE | $6,010 | $4,673+28.6% | $4,276+40.5% | $6,341-5.2% |
| Admin fee / account holder | $718 | $6,753-89.4% | $5,949-87.9% | $12,309-94.2% |