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 | $90,568 | $104,907-13.7% | $84,611+7.0% | $152,861-40.8% |
| Participation rate | 88.9% | 74.8%+14.1pp | 68.2%+20.7pp | 82.4%+6.4pp |
| Annual return | 26.45% | 373.79%-347.3pp | 258.74%-232.3pp | 345.32%-318.9pp |
| Employer contribution / active EE | $1,957 | $3,302-40.7% | $2,652-26.2% | $4,762-58.9% |
| Participant deferral / active EE | $5,473 | $4,688+16.8% | $3,899+40.4% | $5,850-6.4% |
| Admin fee / account holder | $675 | $6,241-89.2% | $4,912-86.3% | $11,596-94.2% |