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 3-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 | $108,276 | $111,724-3.1% | $93,606+15.7% | $145,922-25.8% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 11.90% | 202.98%-191.1pp | 133.20%-121.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,453 | $3,090+11.8% | $2,420+42.7% | $4,660-25.9% |
| Participant deferral / active EE | $10,600 | $4,912+115.8% | $4,411+140.3% | $6,688+58.5% |
| Admin fee / account holder | $429 | $10,250-95.8% | $8,285-94.8% | $13,397-96.8% |