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 | $123,195 | $100,041+23.1% | $149,718-17.7% | $70,131+75.7% |
| Participation rate | 95.5% | 83.6%+11.9pp | 87.1%+8.4pp | 69.5%+25.9pp |
| Annual return | 16.88% | 27.43%-10.5pp | 1501.63%-1484.7pp | 73.14%-56.3pp |
| Employer contribution / active EE | $4,104 | $3,662+12.1% | $5,445-24.6% | $2,342+75.2% |
| Participant deferral / active EE | $3,880 | $4,983-22.1% | $6,569-40.9% | $3,332+16.4% |
| Admin fee / account holder | $11,221 | $8,286+35.4% | $11,283-0.5% | $4,645+141.6% |