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 | $113,675 | $102,604+10.8% | $86,188+31.9% | $139,434-18.5% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.0%+26.0pp | 80.3%+14.7pp |
| Annual return | 11.68% | 1922.51%-1910.8pp | 1168.45%-1156.8pp | 372.94%-361.3pp |
| Employer contribution / active EE | $4,714 | $3,032+55.5% | $2,380+98.1% | $4,751-0.8% |
| Participant deferral / active EE | $2,162 | $4,676-53.8% | $3,985-45.7% | $6,710-67.8% |
| Admin fee / account holder | $1,547 | $8,657-82.1% | $6,852-77.4% | $11,403-86.4% |