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 | $101,834 | $111,724-8.9% | $93,606+8.8% | $145,922-30.2% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 13.15% | 202.98%-189.8pp | 133.20%-120.0pp | 561.29%-548.1pp |
| Employer contribution / active EE | $5,611 | $3,090+81.6% | $2,420+131.9% | $4,660+20.4% |
| Participant deferral / active EE | $2,682 | $4,912-45.4% | $4,411-39.2% | $6,688-59.9% |
| Admin fee / account holder | $468 | $10,250-95.4% | $8,285-94.4% | $13,397-96.5% |