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 | $80,809 | $99,020-18.4% | $86,590-6.7% | $147,584-45.2% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 34.86% | 1312.34%-1277.5pp | 964.84%-930.0pp | 578.55%-543.7pp |
| Employer contribution / active EE | $3,179 | $3,132+1.5% | $2,839+12.0% | $4,876-34.8% |
| Participant deferral / active EE | $7,754 | $3,972+95.2% | $3,609+114.9% | $5,439+42.6% |
| Admin fee / account holder | $2,942 | $5,710-48.5% | $4,906-40.0% | $10,885-73.0% |