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 | $117,850 | $100,041+17.8% | $149,718-21.3% | $70,131+68.0% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.1%+9.9pp | 69.5%+27.4pp |
| Annual return | 19.99% | 27.43%-7.4pp | 1501.63%-1481.6pp | 73.14%-53.1pp |
| Employer contribution / active EE | $4,039 | $3,662+10.3% | $5,445-25.8% | $2,342+72.4% |
| Participant deferral / active EE | $6,056 | $4,983+21.5% | $6,569-7.8% | $3,332+81.8% |
| Admin fee / account holder | $4,423 | $8,286-46.6% | $11,283-60.8% | $4,645-4.8% |