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 | $117,611 | $102,604+14.6% | $86,188+36.5% | $139,434-15.7% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.0%+15.7pp | 80.3%+4.3pp |
| Annual return | 16.71% | 1922.51%-1905.8pp | 1168.45%-1151.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $6,661 | $3,032+119.6% | $2,380+179.8% | $4,751+40.2% |
| Participant deferral / active EE | $10,863 | $4,676+132.3% | $3,985+172.6% | $6,710+61.9% |
| Admin fee / account holder | $3,923 | $8,657-54.7% | $6,852-42.7% | $11,403-65.6% |