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 | $91,984 | $109,327-15.9% | $89,391+2.9% | $158,922-42.1% |
| Participation rate | 95.5% | 74.3%+21.2pp | 68.0%+27.5pp | 82.0%+13.5pp |
| Annual return | 16.28% | 345.68%-329.4pp | 245.62%-229.3pp | 302.83%-286.6pp |
| Employer contribution / active EE | $5,780 | $3,170+82.4% | $2,586+123.6% | $4,761+21.4% |
| Participant deferral / active EE | $6,020 | $4,598+30.9% | $3,890+54.7% | $5,982+0.6% |
| Admin fee / account holder | $2,532 | $6,153-58.9% | $4,881-48.1% | $11,246-77.5% |