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 | $113,238 | $102,604+10.4% | $86,188+31.4% | $139,434-18.8% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.0%+2.5pp | 80.3%-8.9pp |
| Annual return | 22.05% | 1922.51%-1900.5pp | 1168.45%-1146.4pp | 372.94%-350.9pp |
| Employer contribution / active EE | $1,630 | $3,032-46.2% | $2,380-31.5% | $4,751-65.7% |
| Participant deferral / active EE | $2,236 | $4,676-52.2% | $3,985-43.9% | $6,710-66.7% |
| Admin fee / account holder | $362 | $8,657-95.8% | $6,852-94.7% | $11,403-96.8% |