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 | $76,526 | $93,346-18.0% | $71,796+6.6% | $273,961-72.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 224.92% | 130.39%+94.5pp | 78.04%+146.9pp | 41.45%+183.5pp |
| Employer contribution / active EE | $3,620 | $2,733+32.4% | $1,924+88.1% | $4,869-25.7% |
| Participant deferral / active EE | $8,108 | $3,475+133.3% | $2,794+190.1% | $5,287+53.3% |
| Admin fee / account holder | $424 | $6,571-93.5% | $4,815-91.2% | $10,132-95.8% |