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 | $157,370 | $185,200-15.0% | $142,863+10.2% | $167,490-6.0% |
| Participation rate | 90.0% | 78.4%+11.6pp | 71.9%+18.1pp | 82.1%+7.9pp |
| Annual return | 9.56% | 8555.70%-8546.1pp | 5637.54%-5628.0pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,629 | $5,604-70.9% | $4,144-60.7% | $4,837-66.3% |
| Participant deferral / active EE | $1,629 | $4,494-63.8% | $3,837-57.5% | $6,341-74.3% |
| Admin fee / account holder | $12,037 | $8,031+49.9% | $6,560+83.5% | $12,309-2.2% |