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 | $119,948 | $97,757+22.7% | $83,848+43.1% | $135,375-11.4% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | 12.78% | 1287.37%-1274.6pp | 850.88%-838.1pp | 519.73%-507.0pp |
| Employer contribution / active EE | $1,685 | $4,222-60.1% | $3,631-53.6% | $4,779-64.7% |
| Participant deferral / active EE | $4,004 | $4,682-14.5% | $4,082-1.9% | $5,609-28.6% |
| Admin fee / account holder | $2,307 | $6,674-65.4% | $5,478-57.9% | $10,827-78.7% |