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 | $99,864 | $72,400+37.9% | $67,502+47.9% | $145,922-31.6% |
| Participation rate | 94.7% | 76.9%+17.9pp | 72.9%+21.9pp | 80.3%+14.5pp |
| Annual return | 11.94% | 7182.46%-7170.5pp | 3512.12%-3500.2pp | 561.29%-549.3pp |
| Employer contribution / active EE | $2,576 | $3,069-16.1% | $2,731-5.7% | $4,660-44.7% |
| Participant deferral / active EE | $3,720 | $4,783-22.2% | $4,000-7.0% | $6,688-44.4% |
| Admin fee / account holder | $4,926 | $5,539-11.1% | $3,998+23.2% | $13,397-63.2% |