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 | $81,262 | $72,071+12.8% | $68,368+18.9% | $137,256-40.8% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.0%+8.9pp |
| Annual return | 13.62% | 353.14%-339.5pp | 292.57%-279.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,280 | $2,788-18.2% | $2,649-13.9% | $4,156-45.1% |
| Participant deferral / active EE | $5,141 | $4,410+16.6% | $4,123+24.7% | $6,407-19.8% |
| Admin fee / account holder | $12,889 | $5,336+141.6% | $5,150+150.3% | $12,270+5.0% |