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 | $89,655 | $96,128-6.7% | $136,007-34.1% | $80,856+10.9% |
| Participation rate | 94.0% | 71.2%+22.8pp | 76.5%+17.5pp | 67.6%+26.4pp |
| Annual return | 36.66% | 28.71%+8.0pp | 579.32%-542.7pp | 35.59%+1.1pp |
| Employer contribution / active EE | $3,360 | $3,351+0.3% | $4,217-20.3% | $2,755+22.0% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,025-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,333 | $8,236-83.8% | $6,858-80.6% | $6,918-80.7% |