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 | $86,017 | $74,888+14.9% | $71,209+20.8% | $142,382-39.6% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.1%+13.2pp |
| Annual return | 15.04% | 345.14%-330.1pp | 282.51%-267.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $5,943 | $2,854+108.2% | $2,721+118.4% | $4,299+38.2% |
| Participant deferral / active EE | $8,881 | $4,454+99.4% | $4,175+112.7% | $6,507+36.5% |
| Admin fee / account holder | $2,656 | $5,568-52.3% | $5,349-50.3% | $12,624-79.0% |