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 | $98,927 | $74,888+32.1% | $71,209+38.9% | $142,382-30.5% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 14.64% | 345.14%-330.5pp | 282.51%-267.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,424 | $2,854-15.1% | $2,721-10.9% | $4,299-43.6% |
| Participant deferral / active EE | $3,786 | $4,454-15.0% | $4,175-9.3% | $6,507-41.8% |
| Admin fee / account holder | $1,679 | $5,568-69.9% | $5,349-68.6% | $12,624-86.7% |