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 | $99,363 | $99,020+0.3% | $86,590+14.8% | $147,584-32.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.03% | 1312.34%-1290.3pp | 964.84%-942.8pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,712 | $3,132-45.3% | $2,839-39.7% | $4,876-64.9% |
| Participant deferral / active EE | $5,047 | $3,972+27.1% | $3,609+39.9% | $5,439-7.2% |
| Admin fee / account holder | $1,810 | $5,710-68.3% | $4,906-63.1% | $10,885-83.4% |