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 | $108,540 | $99,020+9.6% | $86,590+25.3% | $147,584-26.5% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 8.84% | 1312.34%-1303.5pp | 964.84%-956.0pp | 578.55%-569.7pp |
| Employer contribution / active EE | $5,443 | $3,132+73.8% | $2,839+91.7% | $4,876+11.6% |
| Participant deferral / active EE | $2,864 | $3,972-27.9% | $3,609-20.6% | $5,439-47.3% |
| Admin fee / account holder | $2,284 | $5,710-60.0% | $4,906-53.4% | $10,885-79.0% |