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 | $114,508 | $149,040-23.2% | $120,225-4.8% | $137,256-16.6% |
| Participation rate | 92.9% | 75.4%+17.4pp | 69.6%+23.3pp | 80.0%+12.9pp |
| Annual return | 16.75% | 605.68%-588.9pp | 439.23%-422.5pp | 220.34%-203.6pp |
| Employer contribution / active EE | $11,079 | $4,350+154.7% | $3,475+218.8% | $4,156+166.6% |
| Participant deferral / active EE | $26,247 | $4,655+463.9% | $3,999+556.4% | $6,407+309.7% |
| Admin fee / account holder | $1,559 | $6,348-75.4% | $5,696-72.6% | $12,270-87.3% |