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 | $110,871 | $88,710+25.0% | $81,783+35.6% | $145,959-24.0% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 12.93% | 1027.26%-1014.3pp | 775.05%-762.1pp | 561.95%-549.0pp |
| Employer contribution / active EE | $3,339 | $3,083+8.3% | $2,913+14.6% | $4,661-28.4% |
| Participant deferral / active EE | $8,280 | $4,645+78.3% | $4,320+91.6% | $6,689+23.8% |
| Admin fee / account holder | $1,065 | $8,407-87.3% | $7,380-85.6% | $13,398-92.1% |