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 | $91,243 | $99,020-7.9% | $86,590+5.4% | $147,584-38.2% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 15.53% | 1312.34%-1296.8pp | 964.84%-949.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,318 | $3,132-26.0% | $2,839-18.4% | $4,876-52.5% |
| Participant deferral / active EE | $1,317 | $3,972-66.8% | $3,609-63.5% | $5,439-75.8% |
| Admin fee / account holder | $1,862 | $5,710-67.4% | $4,906-62.0% | $10,885-82.9% |