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 | $86,067 | $100,852-14.7% | $90,404-4.8% | $158,922-45.8% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 13.61% | 1724.20%-1710.6pp | 1293.02%-1279.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $3,324 | $3,689-9.9% | $3,262+1.9% | $4,761-30.2% |
| Participant deferral / active EE | $6,111 | $4,348+40.5% | $3,963+54.2% | $5,982+2.1% |
| Admin fee / account holder | $7,903 | $6,501+21.6% | $5,611+40.8% | $11,246-29.7% |