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 | $72,071+19.3% | $68,368+25.8% | $137,256-37.3% |
| Participation rate | 93.3% | 76.2%+17.1pp | 73.8%+19.6pp | 80.0%+13.4pp |
| Annual return | 15.04% | 353.14%-338.1pp | 292.57%-277.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $5,943 | $2,788+113.2% | $2,649+124.3% | $4,156+43.0% |
| Participant deferral / active EE | $8,881 | $4,410+101.4% | $4,123+115.4% | $6,407+38.6% |
| Admin fee / account holder | $2,656 | $5,336-50.2% | $5,150-48.4% | $12,270-78.4% |