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 | $99,627 | $74,888+33.0% | $71,209+39.9% | $142,382-30.0% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 15.67% | 345.14%-329.5pp | 282.51%-266.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $4,817 | $2,854+68.7% | $2,721+77.0% | $4,299+12.0% |
| Participant deferral / active EE | $10,026 | $4,454+125.1% | $4,175+140.1% | $6,507+54.1% |
| Admin fee / account holder | $1,406 | $5,568-74.8% | $5,349-73.7% | $12,624-88.9% |