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 | $82,046 | $74,888+9.6% | $71,209+15.2% | $142,382-42.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 20.66% | 345.14%-324.5pp | 282.51%-261.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $3,464 | $2,854+21.4% | $2,721+27.3% | $4,299-19.4% |
| Participant deferral / active EE | $8,514 | $4,454+91.1% | $4,175+103.9% | $6,507+30.8% |
| Admin fee / account holder | $698 | $5,568-87.5% | $5,349-87.0% | $12,624-94.5% |