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 | $111,505 | $101,317+10.1% | $146,958-24.1% | $74,495+49.7% |
| Participation rate | 94.6% | 75.5%+19.1pp | 82.2%+12.4pp | 67.2%+27.4pp |
| Annual return | 21.09% | 8730.91%-8709.8pp | 418.34%-397.2pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $1,085 | $3,810-71.5% | $4,933-78.0% | $2,623-58.6% |
| Participant deferral / active EE | $5,887 | $7,303-19.4% | $8,070-27.1% | $4,346+35.5% |
| Admin fee / account holder | $8,491 | $1,739+388.3% | $12,998-34.7% | $1,942+337.3% |