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 | $80,366 | $111,724-28.1% | $93,606-14.1% | $145,922-44.9% |
| Participation rate | 92.9% | 74.2%+18.6pp | 68.7%+24.1pp | 80.3%+12.6pp |
| Annual return | 12.77% | 202.98%-190.2pp | 133.20%-120.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $10,116 | $3,090+227.4% | $2,420+318.1% | $4,660+117.1% |
| Participant deferral / active EE | $7,149 | $4,912+45.6% | $4,411+62.1% | $6,688+6.9% |
| Admin fee / account holder | $5,395 | $10,250-47.4% | $8,285-34.9% | $13,397-59.7% |