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 | $121,910 | $100,852+20.9% | $90,404+34.9% | $158,922-23.3% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 13.55% | 1724.20%-1710.7pp | 1293.02%-1279.5pp | 302.83%-289.3pp |
| Employer contribution / active EE | $586 | $3,689-84.1% | $3,262-82.0% | $4,761-87.7% |
| Participant deferral / active EE | $6,335 | $4,348+45.7% | $3,963+59.8% | $5,982+5.9% |
| Admin fee / account holder | $1,926 | $6,501-70.4% | $5,611-65.7% | $11,246-82.9% |