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 | $72,071+36.5% | $68,368+43.9% | $137,256-28.3% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 15.62% | 353.14%-337.5pp | 292.57%-277.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,261 | $2,788+17.0% | $2,649+23.1% | $4,156-21.5% |
| Participant deferral / active EE | $9,128 | $4,410+107.0% | $4,123+121.4% | $6,407+42.5% |
| Admin fee / account holder | $17,836 | $5,336+234.3% | $5,150+246.3% | $12,270+45.4% |