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 | $81,711 | $72,071+13.4% | $68,368+19.5% | $137,256-40.5% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.8%+20.4pp | 80.0%+14.2pp |
| Annual return | 16.43% | 353.14%-336.7pp | 292.57%-276.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $4,834 | $2,788+73.4% | $2,649+82.5% | $4,156+16.3% |
| Participant deferral / active EE | $6,435 | $4,410+45.9% | $4,123+56.1% | $6,407+0.4% |
| Admin fee / account holder | $9,412 | $5,336+76.4% | $5,150+82.8% | $12,270-23.3% |