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 | $112,745 | $100,852+11.8% | $90,404+24.7% | $158,922-29.1% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.7%+22.3pp | 82.0%+13.0pp |
| Annual return | 21.36% | 1724.20%-1702.8pp | 1293.02%-1271.7pp | 302.83%-281.5pp |
| Employer contribution / active EE | $5,490 | $3,689+48.8% | $3,262+68.3% | $4,761+15.3% |
| Participant deferral / active EE | $7,367 | $4,348+69.4% | $3,963+85.9% | $5,982+23.2% |
| Admin fee / account holder | $9,790 | $6,501+50.6% | $5,611+74.5% | $11,246-12.9% |