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 | $91,532 | $138,065-33.7% | $123,544-25.9% | $135,375-32.4% |
| Participation rate | 95.0% | 84.7%+10.3pp | 82.3%+12.7pp | 82.6%+12.4pp |
| Annual return | 6.02% | 153.68%-147.7pp | 119.20%-113.2pp | 519.73%-513.7pp |
| Employer contribution / active EE | $12,008 | $5,151+133.1% | $4,628+159.5% | $4,779+151.3% |
| Participant deferral / active EE | $6,553 | $6,799-3.6% | $6,426+2.0% | $5,609+16.8% |
| Admin fee / account holder | $3,119 | $10,916-71.4% | $9,284-66.4% | $10,827-71.2% |