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 | $83,137 | $111,724-25.6% | $93,606-11.2% | $145,922-43.0% |
| Participation rate | 76.5% | 74.2%+2.3pp | 68.7%+7.7pp | 80.3%-3.8pp |
| Annual return | 12.77% | 202.98%-190.2pp | 133.20%-120.4pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,389 | $3,090-22.7% | $2,420-1.3% | $4,660-48.7% |
| Participant deferral / active EE | $5,553 | $4,912+13.1% | $4,411+25.9% | $6,688-17.0% |
| Admin fee / account holder | $35,425 | $10,250+245.6% | $8,285+327.6% | $13,397+164.4% |