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 | $78,079 | $74,888+4.3% | $71,209+9.6% | $142,382-45.2% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 27.18% | 345.14%-318.0pp | 282.51%-255.3pp | 217.08%-189.9pp |
| Employer contribution / active EE | $5,888 | $2,854+106.3% | $2,721+116.4% | $4,299+37.0% |
| Participant deferral / active EE | $4,287 | $4,454-3.8% | $4,175+2.7% | $6,507-34.1% |
| Admin fee / account holder | $799 | $5,568-85.6% | $5,349-85.1% | $12,624-93.7% |