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 | $114,618 | $68,346+67.7% | $94,646+21.1% | $75,163+52.5% |
| Participation rate | 97.1% | 76.1%+21.0pp | 80.8%+16.2pp | 67.2%+29.9pp |
| Annual return | 18.55% | 616.93%-598.4pp | 156.71%-138.2pp | 160.62%-142.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,864 | $6,537+66.2% | $7,418+46.5% | $4,125+163.4% |
| Admin fee / account holder | $7,565 | $5,326+42.0% | $7,231+4.6% | $5,651+33.9% |