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 | $98,804 | $74,888+31.9% | $71,209+38.8% | $142,382-30.6% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 13.94% | 345.14%-331.2pp | 282.51%-268.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,806 | $2,854-36.7% | $2,721-33.6% | $4,299-58.0% |
| Participant deferral / active EE | $6,412 | $4,454+44.0% | $4,175+53.6% | $6,507-1.5% |
| Admin fee / account holder | $9,041 | $5,568+62.4% | $5,349+69.0% | $12,624-28.4% |