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 | $143,510 | $156,846-8.5% | $121,098+18.5% | $139,434+2.9% |
| Participation rate | 88.9% | 76.4%+12.5pp | 69.5%+19.4pp | 80.3%+8.6pp |
| Annual return | 18.46% | 1474.56%-1456.1pp | 985.75%-967.3pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,354 | $5,536-75.5% | $4,164-67.5% | $4,751-71.5% |
| Participant deferral / active EE | $3,801 | $4,844-21.5% | $4,080-6.8% | $6,710-43.4% |
| Admin fee / account holder | $2,109 | $6,946-69.6% | $5,644-62.6% | $11,403-81.5% |