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 3-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 | $98,107 | $180,749-45.7% | $160,784-39.0% | $137,256-28.5% |
| Participation rate | 92.9% | 80.0%+12.9pp | 77.0%+15.9pp | 80.0%+12.9pp |
| Annual return | 41.75% | 2234.46%-2192.7pp | 1803.92%-1762.2pp | 220.34%-178.6pp |
| Employer contribution / active EE | $3,747 | $4,155-9.8% | $3,733+0.4% | $4,156-9.8% |
| Participant deferral / active EE | $6,556 | $6,844-4.2% | $6,293+4.2% | $6,407+2.3% |
| Admin fee / account holder | $2,884 | $10,397-72.3% | $9,717-70.3% | $12,270-76.5% |