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 | $98,814 | $107,334-7.9% | $92,893+6.4% | $152,861-35.4% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 24.65% | 145.58%-120.9pp | 109.41%-84.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $11,786 | $4,221+179.2% | $3,653+222.7% | $4,762+147.5% |
| Participant deferral / active EE | $8,902 | $4,845+83.7% | $4,236+110.1% | $5,850+52.2% |
| Admin fee / account holder | $544 | $7,079-92.3% | $5,794-90.6% | $11,596-95.3% |