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 | $142,430 | $88,083+61.7% | $164,813-13.6% | $74,495+91.2% |
| Participation rate | 95.4% | 73.0%+22.4pp | 78.6%+16.8pp | 67.2%+28.2pp |
| Annual return | 16.54% | 17.26%-0.7pp | 69.93%-53.4pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $4,395 | $2,593+69.5% | $4,341+1.2% | $2,623+67.6% |
| Participant deferral / active EE | $7,692 | $4,498+71.0% | $6,031+27.5% | $4,346+77.0% |
| Admin fee / account holder | $12,185 | $2,234+445.5% | $12,690-4.0% | $1,942+527.5% |