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 | $77,616 | $102,317-24.1% | $146,958-47.2% | $80,856-4.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 37.76% | 134.76%-97.0pp | 418.34%-380.6pp | 35.59%+2.2pp |
| Employer contribution / active EE | $3,192 | $3,713-14.0% | $4,933-35.3% | $2,755+15.9% |
| Participant deferral / active EE | $7,379 | $6,644+11.1% | $8,070-8.6% | $4,296+71.8% |
| Admin fee / account holder | $3,844 | $7,941-51.6% | $12,998-70.4% | $6,918-44.4% |