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 | $104,799 | $99,020+5.8% | $86,590+21.0% | $147,584-29.0% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 10.17% | 1312.34%-1302.2pp | 964.84%-954.7pp | 578.55%-568.4pp |
| Employer contribution / active EE | $3,954 | $3,132+26.2% | $2,839+39.3% | $4,876-18.9% |
| Participant deferral / active EE | $3,763 | $3,972-5.3% | $3,609+4.3% | $5,439-30.8% |
| Admin fee / account holder | $344 | $5,710-94.0% | $4,906-93.0% | $10,885-96.8% |