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 | $119,525 | $107,334+11.4% | $92,893+28.7% | $152,861-21.8% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 20.89% | 145.58%-124.7pp | 109.41%-88.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $3,423 | $4,221-18.9% | $3,653-6.3% | $4,762-28.1% |
| Participant deferral / active EE | $7,829 | $4,845+61.6% | $4,236+84.8% | $5,850+33.8% |
| Admin fee / account holder | $4,377 | $7,079-38.2% | $5,794-24.5% | $11,596-62.3% |