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 | $91,371 | $115,770-21.1% | $101,248-9.8% | $158,922-42.5% |
| Participation rate | 95.8% | 79.4%+16.5pp | 75.8%+20.0pp | 82.0%+13.9pp |
| Annual return | 15.87% | 56.14%-40.3pp | 46.47%-30.6pp | 302.83%-287.0pp |
| Employer contribution / active EE | $7,003 | $4,175+67.8% | $3,660+91.4% | $4,761+47.1% |
| Participant deferral / active EE | $2,315 | $4,957-53.3% | $4,370-47.0% | $5,982-61.3% |
| Admin fee / account holder | $4,735 | $7,245-34.6% | $5,945-20.4% | $11,246-57.9% |