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 | $95,766 | $159,901-40.1% | $146,958-34.8% | $145,922-34.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 14.08% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,491 | $5,286-34.0% | $4,933-29.2% | $4,660-25.1% |
| Participant deferral / active EE | $8,717 | $8,428+3.4% | $8,070+8.0% | $6,688+30.4% |
| Admin fee / account holder | $2,590 | $15,044-82.8% | $12,998-80.1% | $13,397-80.7% |