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 | $118,691 | $102,604+15.7% | $86,188+37.7% | $139,434-14.9% |
| Participation rate | 86.7% | 74.5%+12.2pp | 69.0%+17.7pp | 80.3%+6.3pp |
| Annual return | 17.22% | 1922.51%-1905.3pp | 1168.45%-1151.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,256 | $3,032-25.6% | $2,380-5.2% | $4,751-52.5% |
| Participant deferral / active EE | $2,246 | $4,676-52.0% | $3,985-43.7% | $6,710-66.5% |
| Admin fee / account holder | $3,851 | $8,657-55.5% | $6,852-43.8% | $11,403-66.2% |