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 | $91,422 | $102,604-10.9% | $86,188+6.1% | $139,434-34.4% |
| Participation rate | 94.4% | 74.5%+19.9pp | 69.0%+25.5pp | 80.3%+14.1pp |
| Annual return | 16.52% | 1922.51%-1906.0pp | 1168.45%-1151.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $3,871 | $3,032+27.7% | $2,380+62.7% | $4,751-18.5% |
| Participant deferral / active EE | $3,600 | $4,676-23.0% | $3,985-9.7% | $6,710-46.4% |
| Admin fee / account holder | $3,142 | $8,657-63.7% | $6,852-54.1% | $11,403-72.4% |