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 | $110,269 | $91,538+20.5% | $129,995-15.2% | $75,163+46.7% |
| Participation rate | 97.0% | 71.4%+25.5pp | 78.5%+18.5pp | 67.2%+29.8pp |
| Annual return | 18.24% | -631.11%+649.3pp | -137.18%+155.4pp | 160.62%-142.4pp |
| Employer contribution / active EE | $5,669 | $2,845+99.2% | $4,320+31.2% | $2,670+112.3% |
| Participant deferral / active EE | $5,304 | $4,341+22.2% | $5,820-8.9% | $4,125+28.6% |
| Admin fee / account holder | $1,745 | $6,790-74.3% | $10,614-83.6% | $5,651-69.1% |