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 | $126,656 | $102,604+23.4% | $86,188+47.0% | $139,434-9.2% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.0%+19.9pp | 80.3%+8.6pp |
| Annual return | 15.41% | 1922.51%-1907.1pp | 1168.45%-1153.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $1,676 | $3,032-44.7% | $2,380-29.6% | $4,751-64.7% |
| Participant deferral / active EE | $2,990 | $4,676-36.0% | $3,985-25.0% | $6,710-55.4% |
| Admin fee / account holder | $1,227 | $8,657-85.8% | $6,852-82.1% | $11,403-89.2% |