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 | $64,973 | $169,032-61.6% | $129,207-49.7% | $145,922-55.5% |
| Participation rate | 76.9% | 76.4%+0.5pp | 69.6%+7.3pp | 80.3%-3.4pp |
| Annual return | 14.23% | 14330.11%-14315.9pp | 9417.33%-9403.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $7,827 | $5,537+41.4% | $4,153+88.5% | $4,660+68.0% |
| Participant deferral / active EE | $10,801 | $4,987+116.6% | $4,168+159.2% | $6,688+61.5% |
| Admin fee / account holder | $931 | $9,954-90.7% | $7,715-87.9% | $13,397-93.1% |