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 | $85,727 | $81,632+5.0% | $70,449+21.7% | $158,922-46.1% |
| Participation rate | 94.4% | 77.7%+16.7pp | 75.1%+19.4pp | 82.0%+12.5pp |
| Annual return | 5.30% | 208.40%-203.1pp | 109.03%-103.7pp | 302.83%-297.5pp |
| Employer contribution / active EE | $5,521 | $3,217+71.6% | $2,737+101.7% | $4,761+16.0% |
| Participant deferral / active EE | $5,247 | $4,554+15.2% | $3,709+41.5% | $5,982-12.3% |
| Admin fee / account holder | $36,008 | $6,193+481.5% | $3,845+836.4% | $11,246+220.2% |