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 | $70,665 | $107,334-34.2% | $92,893-23.9% | $152,861-53.8% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 20.39% | 145.58%-125.2pp | 109.41%-89.0pp | 345.32%-324.9pp |
| Employer contribution / active EE | $3,488 | $4,221-17.4% | $3,653-4.5% | $4,762-26.8% |
| Participant deferral / active EE | $7,306 | $4,845+50.8% | $4,236+72.5% | $5,850+24.9% |
| Admin fee / account holder | $16,310 | $7,079+130.4% | $5,794+181.5% | $11,596+40.6% |