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 | $82,072 | $74,888+9.6% | $71,209+15.3% | $142,382-42.4% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 17.07% | 345.14%-328.1pp | 282.51%-265.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,939 | $2,854+38.0% | $2,721+44.8% | $4,299-8.4% |
| Participant deferral / active EE | $8,185 | $4,454+83.7% | $4,175+96.0% | $6,507+25.8% |
| Admin fee / account holder | $330 | $5,568-94.1% | $5,349-93.8% | $12,624-97.4% |