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 | $97,193 | $63,346+53.4% | $92,233+5.4% | $70,131+38.6% |
| Participation rate | 86.7% | 68.7%+18.0pp | 76.5%+10.2pp | 69.5%+17.1pp |
| Annual return | 13.66% | 530.12%-516.5pp | 176.28%-162.6pp | 73.14%-59.5pp |
| Employer contribution / active EE | $9,167 | $2,471+271.0% | $3,679+149.1% | $2,342+291.3% |
| Participant deferral / active EE | $2,654 | $2,854-7.0% | $3,897-31.9% | $3,332-20.4% |
| Admin fee / account holder | $851 | $3,840-77.8% | $5,194-83.6% | $4,645-81.7% |