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 | $103,213 | $74,888+37.8% | $71,209+44.9% | $142,382-27.5% |
| Participation rate | 94.7% | 76.2%+18.5pp | 73.8%+21.0pp | 80.1%+14.6pp |
| Annual return | 14.57% | 345.14%-330.6pp | 282.51%-267.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,673 | $2,854-6.3% | $2,721-1.8% | $4,299-37.8% |
| Participant deferral / active EE | $6,455 | $4,454+44.9% | $4,175+54.6% | $6,507-0.8% |
| Admin fee / account holder | $1,508 | $5,568-72.9% | $5,349-71.8% | $12,624-88.1% |