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 | $133,351 | $100,852+32.2% | $90,404+47.5% | $158,922-16.1% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 20.53% | 1724.20%-1703.7pp | 1293.02%-1272.5pp | 302.83%-282.3pp |
| Employer contribution / active EE | $3,789 | $3,689+2.7% | $3,262+16.1% | $4,761-20.4% |
| Participant deferral / active EE | $4,598 | $4,348+5.7% | $3,963+16.0% | $5,982-23.1% |
| Admin fee / account holder | $2,335 | $6,501-64.1% | $5,611-58.4% | $11,246-79.2% |