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 | $87,106 | $74,888+16.3% | $71,209+22.3% | $142,382-38.8% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.1%+7.4pp |
| Annual return | 15.98% | 345.14%-329.2pp | 282.51%-266.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,837 | $2,854-0.6% | $2,721+4.3% | $4,299-34.0% |
| Participant deferral / active EE | $3,939 | $4,454-11.6% | $4,175-5.7% | $6,507-39.5% |
| Admin fee / account holder | $3,454 | $5,568-38.0% | $5,349-35.4% | $12,624-72.6% |