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 | $183,616 | $155,788+17.9% | $124,672+47.3% | $167,490+9.6% |
| Participation rate | 85.7% | 81.1%+4.6pp | 74.6%+11.1pp | 82.1%+3.6pp |
| Annual return | 10.83% | 17.97%-7.1pp | 5142.93%-5132.1pp | 478.56%-467.7pp |
| Employer contribution / active EE | $2,381 | $4,163-42.8% | $3,324-28.4% | $4,837-50.8% |
| Participant deferral / active EE | $4,136 | $5,673-27.1% | $4,614-10.4% | $6,341-34.8% |
| Admin fee / account holder | $3,297 | $9,531-65.4% | $7,493-56.0% | $12,309-73.2% |