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 | $127,802 | $109,817+16.4% | $98,442+29.8% | $167,490-23.7% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.6pp | 82.1%+6.8pp |
| Annual return | 11.34% | 1956.69%-1945.4pp | 1492.73%-1481.4pp | 478.56%-467.2pp |
| Employer contribution / active EE | $2,177 | $3,224-32.5% | $2,960-26.4% | $4,837-55.0% |
| Participant deferral / active EE | $6,400 | $4,673+36.9% | $4,276+49.7% | $6,341+0.9% |
| Admin fee / account holder | $2,188 | $6,753-67.6% | $5,949-63.2% | $12,309-82.2% |