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 | $77,715 | $74,888+3.8% | $71,209+9.1% | $142,382-45.4% |
| Participation rate | 88.2% | 76.2%+12.0pp | 73.8%+14.5pp | 80.1%+8.1pp |
| Annual return | 15.93% | 345.14%-329.2pp | 282.51%-266.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,553 | $2,854+24.5% | $2,721+30.6% | $4,299-17.4% |
| Participant deferral / active EE | $2,711 | $4,454-39.1% | $4,175-35.1% | $6,507-58.3% |
| Admin fee / account holder | $10,789 | $5,568+93.8% | $5,349+101.7% | $12,624-14.5% |