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 | $88,053 | $90,348-2.5% | $75,972+15.9% | $145,922-39.7% |
| Participation rate | 85.7% | 74.5%+11.3pp | 69.1%+16.7pp | 80.3%+5.4pp |
| Annual return | 24.77% | 620.88%-596.1pp | 359.55%-334.8pp | 561.29%-536.5pp |
| Employer contribution / active EE | $3,582 | $3,311+8.2% | $2,685+33.4% | $4,660-23.1% |
| Participant deferral / active EE | $8,350 | $5,162+61.8% | $4,255+96.2% | $6,688+24.9% |
| Admin fee / account holder | $3,807 | $8,467-55.0% | $6,467-41.1% | $13,397-71.6% |