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 | $72,555 | $115,770-37.3% | $101,248-28.3% | $158,922-54.3% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 11.50% | 56.14%-44.6pp | 46.47%-35.0pp | 302.83%-291.3pp |
| Employer contribution / active EE | $4,921 | $4,175+17.9% | $3,660+34.5% | $4,761+3.4% |
| Participant deferral / active EE | $8,345 | $4,957+68.3% | $4,370+91.0% | $5,982+39.5% |
| Admin fee / account holder | $17,625 | $7,245+143.3% | $5,945+196.4% | $11,246+56.7% |