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 | $89,463 | $100,852-11.3% | $90,404-1.0% | $158,922-43.7% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.7%+21.8pp | 82.0%+12.5pp |
| Annual return | 14.11% | 1724.20%-1710.1pp | 1293.02%-1278.9pp | 302.83%-288.7pp |
| Employer contribution / active EE | $4,116 | $3,689+11.6% | $3,262+26.2% | $4,761-13.5% |
| Participant deferral / active EE | $8,798 | $4,348+102.4% | $3,963+122.0% | $5,982+47.1% |
| Admin fee / account holder | $21,178 | $6,501+225.8% | $5,611+277.4% | $11,246+88.3% |