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 | $105,686 | $109,327-3.3% | $89,391+18.2% | $158,922-33.5% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.0%+2.0pp | 82.0%-12.0pp |
| Annual return | 10.59% | 345.68%-335.1pp | 245.62%-235.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $2,189 | $3,170-30.9% | $2,586-15.3% | $4,761-54.0% |
| Participant deferral / active EE | $5,641 | $4,598+22.7% | $3,890+45.0% | $5,982-5.7% |
| Admin fee / account holder | $40,903 | $6,153+564.8% | $4,881+737.9% | $11,246+263.7% |