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 6-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 | $87,368 | $104,974-16.8% | $95,585-8.6% | $142,382-38.6% |
| Participation rate | 95.8% | 75.0%+20.9pp | 72.1%+23.8pp | 80.1%+15.7pp |
| Annual return | 17.99% | 210.33%-192.3pp | 38.56%-20.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $7,063 | $2,779+154.2% | $2,527+179.6% | $4,299+64.3% |
| Participant deferral / active EE | $10,276 | $4,352+136.1% | $4,023+155.4% | $6,507+57.9% |
| Admin fee / account holder | $24,362 | $6,386+281.5% | $6,127+297.6% | $12,624+93.0% |