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 | $124,564 | $109,817+13.4% | $98,442+26.5% | $167,490-25.6% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 15.13% | 1956.69%-1941.6pp | 1492.73%-1477.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $2,903 | $3,224-9.9% | $2,960-1.9% | $4,837-40.0% |
| Participant deferral / active EE | $6,076 | $4,673+30.0% | $4,276+42.1% | $6,341-4.2% |
| Admin fee / account holder | $17,962 | $6,753+166.0% | $5,949+201.9% | $12,309+45.9% |