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 | $86,083 | $74,888+14.9% | $71,209+20.9% | $142,382-39.5% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 13.97% | 345.14%-331.2pp | 282.51%-268.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,180 | $2,854-23.6% | $2,721-19.9% | $4,299-49.3% |
| Participant deferral / active EE | $3,993 | $4,454-10.4% | $4,175-4.4% | $6,507-38.6% |
| Admin fee / account holder | $455 | $5,568-91.8% | $5,349-91.5% | $12,624-96.4% |