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 | $119,741 | $74,888+59.9% | $71,209+68.2% | $142,382-15.9% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 15.84% | 345.14%-329.3pp | 282.51%-266.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $4,313 | $2,854+51.1% | $2,721+58.5% | $4,299+0.3% |
| Participant deferral / active EE | $8,441 | $4,454+89.5% | $4,175+102.2% | $6,507+29.7% |
| Admin fee / account holder | $4,601 | $5,568-17.4% | $5,349-14.0% | $12,624-63.6% |