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 | $61,681 | $57,281+7.7% | $86,612-28.8% | $75,163-17.9% |
| Participation rate | 98.3% | 63.2%+35.1pp | 71.7%+26.6pp | 67.2%+31.1pp |
| Annual return | 275.77% | 2670.75%-2395.0pp | 591.07%-315.3pp | 160.62%+115.1pp |
| Employer contribution / active EE | $3,656 | $2,314+58.0% | $3,022+21.0% | $2,670+37.0% |
| Participant deferral / active EE | $2,961 | $3,318-10.8% | $4,438-33.3% | $4,125-28.2% |
| Admin fee / account holder | $3,265 | $4,112-20.6% | $5,614-41.8% | $5,651-42.2% |