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 | $108,416 | $165,912-34.7% | $122,332-11.4% | $147,584-26.5% |
| Participation rate | 72.7% | 79.6%-6.8pp | 71.6%+1.1pp | 82.8%-10.1pp |
| Annual return | 11.29% | 34.55%-23.3pp | 30.27%-19.0pp | 578.55%-567.3pp |
| Employer contribution / active EE | $3,337 | $5,754-42.0% | $4,050-17.6% | $4,876-31.6% |
| Participant deferral / active EE | $8,132 | $4,005+103.0% | $3,287+147.4% | $5,439+49.5% |
| Admin fee / account holder | $62,885 | $7,424+747.1% | $5,478+1048.0% | $10,885+477.7% |