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 | $68,640 | $107,334-36.1% | $92,893-26.1% | $152,861-55.1% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.4%+12.0pp |
| Annual return | 18.12% | 145.58%-127.5pp | 109.41%-91.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $6,454 | $4,221+52.9% | $3,653+76.7% | $4,762+35.5% |
| Participant deferral / active EE | $6,486 | $4,845+33.9% | $4,236+53.1% | $5,850+10.9% |
| Admin fee / account holder | $634 | $7,079-91.0% | $5,794-89.1% | $11,596-94.5% |