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 | $77,952 | $102,604-24.0% | $86,188-9.6% | $139,434-44.1% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 19.01% | 1922.51%-1903.5pp | 1168.45%-1149.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $6,192 | $3,032+104.2% | $2,380+160.1% | $4,751+30.3% |
| Participant deferral / active EE | $11,076 | $4,676+136.9% | $3,985+177.9% | $6,710+65.1% |
| Admin fee / account holder | $954 | $8,657-89.0% | $6,852-86.1% | $11,403-91.6% |