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 | $108,192 | $100,041+8.1% | $149,718-27.7% | $70,131+54.3% |
| Participation rate | 83.5% | 83.6%0pp | 87.1%-3.5pp | 69.5%+14.0pp |
| Annual return | 46.94% | 27.43%+19.5pp | 1501.63%-1454.7pp | 73.14%-26.2pp |
| Employer contribution / active EE | $7,467 | $3,662+103.9% | $5,445+37.1% | $2,342+218.8% |
| Participant deferral / active EE | $11,576 | $4,983+132.3% | $6,569+76.2% | $3,332+247.5% |
| Admin fee / account holder | $4,072 | $8,286-50.9% | $11,283-63.9% | $4,645-12.4% |