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 | $86,682 | $115,770-25.1% | $101,248-14.4% | $158,922-45.5% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 21.43% | 56.14%-34.7pp | 46.47%-25.0pp | 302.83%-281.4pp |
| Employer contribution / active EE | $3,943 | $4,175-5.6% | $3,660+7.7% | $4,761-17.2% |
| Participant deferral / active EE | $10,206 | $4,957+105.9% | $4,370+133.5% | $5,982+70.6% |
| Admin fee / account holder | $345 | $7,245-95.2% | $5,945-94.2% | $11,246-96.9% |