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 | $60,694 | $183,963-67.0% | $162,163-62.6% | $152,861-60.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.12% | 150.76%-135.6pp | 115.59%-100.5pp | 345.32%-330.2pp |
| Employer contribution / active EE | $3,066 | $6,371-51.9% | $5,614-45.4% | $4,762-35.6% |
| Participant deferral / active EE | $6,093 | $8,034-24.2% | $7,298-16.5% | $5,850+4.1% |
| Admin fee / account holder | $33,923 | $13,121+158.5% | $10,843+212.9% | $11,596+192.5% |