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 | $118,695 | $150,440-21.1% | $136,294-12.9% | $147,584-19.6% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 17.71% | 1049.08%-1031.4pp | 5155.94%-5138.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,918 | $5,256-44.5% | $4,695-37.9% | $4,876-40.2% |
| Participant deferral / active EE | $10,498 | $6,630+58.3% | $6,247+68.0% | $5,439+93.0% |
| Admin fee / account holder | $830 | $10,905-92.4% | $9,243-91.0% | $10,885-92.4% |