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 | $227,776 | $99,652+128.6% | $78,778+189.1% | $147,584+54.3% |
| Participation rate | 73.3% | 76.2%-2.9pp | 69.2%+4.1pp | 82.8%-9.5pp |
| Annual return | 14.50% | 47.28%-32.8pp | 35.62%-21.1pp | 578.55%-564.0pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,573 | $3,664-29.8% | $2,958-13.0% | $5,439-52.7% |
| Admin fee / account holder | $8,267 | $7,155+15.5% | $5,134+61.0% | $10,885-24.1% |