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 | $120,356 | $107,334+12.1% | $92,893+29.6% | $152,861-21.3% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 21.25% | 145.58%-124.3pp | 109.41%-88.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $2,989 | $4,221-29.2% | $3,653-18.2% | $4,762-37.2% |
| Participant deferral / active EE | $9,546 | $4,845+97.0% | $4,236+125.3% | $5,850+63.2% |
| Admin fee / account holder | $59,482 | $7,079+740.2% | $5,794+926.6% | $11,596+412.9% |