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 | $92,325 | $74,888+23.3% | $71,209+29.7% | $142,382-35.2% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 15.10% | 345.14%-330.0pp | 282.51%-267.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $8,202 | $2,854+187.3% | $2,721+201.4% | $4,299+90.8% |
| Participant deferral / active EE | $667 | $4,454-85.0% | $4,175-84.0% | $6,507-89.8% |
| Admin fee / account holder | $28,887 | $5,568+418.8% | $5,349+440.1% | $12,624+128.8% |