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 | $94,418 | $100,041-5.6% | $149,718-36.9% | $70,131+34.6% |
| Participation rate | 90.3% | 83.6%+6.7pp | 87.1%+3.3pp | 69.5%+20.8pp |
| Annual return | 13.94% | 27.43%-13.5pp | 1501.63%-1487.7pp | 73.14%-59.2pp |
| Employer contribution / active EE | $8,312 | $3,662+127.0% | $5,445+52.7% | $2,342+254.9% |
| Participant deferral / active EE | $3,607 | $4,983-27.6% | $6,569-45.1% | $3,332+8.3% |
| Admin fee / account holder | $5,999 | $8,286-27.6% | $11,283-46.8% | $4,645+29.1% |