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 | $88,911 | $74,888+18.7% | $71,209+24.9% | $142,382-37.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 15.74% | 345.14%-329.4pp | 282.51%-266.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,554 | $2,854-10.5% | $2,721-6.1% | $4,299-40.6% |
| Participant deferral / active EE | $8,796 | $4,454+97.5% | $4,175+110.7% | $6,507+35.2% |
| Admin fee / account holder | $1,111 | $5,568-80.0% | $5,349-79.2% | $12,624-91.2% |