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 | $108,532 | $115,770-6.3% | $101,248+7.2% | $158,922-31.7% |
| Participation rate | 95.5% | 79.4%+16.1pp | 75.8%+19.6pp | 82.0%+13.5pp |
| Annual return | 10.01% | 56.14%-46.1pp | 46.47%-36.5pp | 302.83%-292.8pp |
| Employer contribution / active EE | $9,009 | $4,175+115.8% | $3,660+146.2% | $4,761+89.2% |
| Participant deferral / active EE | $5,987 | $4,957+20.8% | $4,370+37.0% | $5,982+0.1% |
| Admin fee / account holder | $38,160 | $7,245+426.7% | $5,945+541.8% | $11,246+239.3% |