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 9-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 | $98,380 | $74,888+31.4% | $71,209+38.2% | $142,382-30.9% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 15.62% | 345.14%-329.5pp | 282.51%-266.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,261 | $2,854+14.2% | $2,721+19.8% | $4,299-24.1% |
| Participant deferral / active EE | $9,128 | $4,454+104.9% | $4,175+118.6% | $6,507+40.3% |
| Admin fee / account holder | $17,836 | $5,568+220.3% | $5,349+233.5% | $12,624+41.3% |