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 7-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 | $95,231 | $90,348+5.4% | $75,972+25.3% | $145,922-34.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.40% | 620.88%-606.5pp | 359.55%-345.1pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,551 | $3,311-22.9% | $2,685-5.0% | $4,660-45.2% |
| Participant deferral / active EE | $8,145 | $5,162+57.8% | $4,255+91.4% | $6,688+21.8% |
| Admin fee / account holder | $1,144 | $8,467-86.5% | $6,467-82.3% | $13,397-91.5% |