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 | $72,878 | $74,888-2.7% | $71,209+2.3% | $142,382-48.8% |
| Participation rate | 94.4% | 76.2%+18.2pp | 73.8%+20.7pp | 80.1%+14.3pp |
| Annual return | 19.28% | 345.14%-325.9pp | 282.51%-263.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $7,029 | $2,854+146.3% | $2,721+158.3% | $4,299+63.5% |
| Participant deferral / active EE | $2,865 | $4,454-35.7% | $4,175-31.4% | $6,507-56.0% |
| Admin fee / account holder | $403 | $5,568-92.8% | $5,349-92.5% | $12,624-96.8% |