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 | $69,348 | $57,281+21.1% | $86,612-19.9% | $75,163-7.7% |
| Participation rate | 96.3% | 63.2%+33.1pp | 71.7%+24.6pp | 67.2%+29.1pp |
| Annual return | 15.39% | 2670.75%-2655.4pp | 591.07%-575.7pp | 160.62%-145.2pp |
| Employer contribution / active EE | $8,178 | $2,314+253.3% | $3,022+170.6% | $2,670+206.3% |
| Participant deferral / active EE | $1,574 | $3,318-52.6% | $4,438-64.5% | $4,125-61.8% |
| Admin fee / account holder | $2,867 | $4,112-30.3% | $5,614-48.9% | $5,651-49.3% |