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 | $107,910 | $100,852+7.0% | $90,404+19.4% | $158,922-32.1% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.7%+20.7pp | 82.0%+11.4pp |
| Annual return | 14.22% | 1724.20%-1710.0pp | 1293.02%-1278.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $3,300 | $3,689-10.5% | $3,262+1.2% | $4,761-30.7% |
| Participant deferral / active EE | $6,715 | $4,348+54.5% | $3,963+69.4% | $5,982+12.3% |
| Admin fee / account holder | $728 | $6,501-88.8% | $5,611-87.0% | $11,246-93.5% |