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 | $132,447 | $115,770+14.4% | $101,248+30.8% | $158,922-16.7% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 8.90% | 56.14%-47.2pp | 46.47%-37.6pp | 302.83%-293.9pp |
| Employer contribution / active EE | $1,818 | $4,175-56.4% | $3,660-50.3% | $4,761-61.8% |
| Participant deferral / active EE | $9,336 | $4,957+88.3% | $4,370+113.6% | $5,982+56.1% |
| Admin fee / account holder | $93,340 | $7,245+1188.3% | $5,945+1469.9% | $11,246+730.0% |