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 | $136,043 | $100,041+36.0% | $149,718-9.1% | $70,131+94.0% |
| Participation rate | 91.5% | 83.6%+7.9pp | 87.1%+4.4pp | 69.5%+21.9pp |
| Annual return | 17.82% | 27.43%-9.6pp | 1501.63%-1483.8pp | 73.14%-55.3pp |
| Employer contribution / active EE | $10,984 | $3,662+200.0% | $5,445+101.7% | $2,342+368.9% |
| Participant deferral / active EE | $4,327 | $4,983-13.2% | $6,569-34.1% | $3,332+29.9% |
| Admin fee / account holder | $805 | $8,286-90.3% | $11,283-92.9% | $4,645-82.7% |