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 | $73,520 | $72,071+2.0% | $68,368+7.5% | $137,256-46.4% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 19.17% | 353.14%-334.0pp | 292.57%-273.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $4,227 | $2,788+51.6% | $2,649+59.6% | $4,156+1.7% |
| Participant deferral / active EE | $8,670 | $4,410+96.6% | $4,123+110.3% | $6,407+35.3% |
| Admin fee / account holder | $4,412 | $5,336-17.3% | $5,150-14.3% | $12,270-64.0% |