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 | $77,543 | $74,888+3.5% | $71,209+8.9% | $142,382-45.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 16.05% | 345.14%-329.1pp | 282.51%-266.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $6,382 | $2,854+123.6% | $2,721+134.6% | $4,299+48.5% |
| Participant deferral / active EE | $12,772 | $4,454+186.7% | $4,175+205.9% | $6,507+96.3% |
| Admin fee / account holder | $23,060 | $5,568+314.1% | $5,349+331.1% | $12,624+82.7% |