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 | $134,745 | $48,795+176.1% | $65,493+105.7% | $84,808+58.9% |
| Participation rate | 71.0% | 67.0%+4.0pp | 73.1%-2.1pp | 68.3%+2.7pp |
| Annual return | 11.94% | 20.20%-8.3pp | 982.45%-970.5pp | 40.90%-29.0pp |
| Employer contribution / active EE | $9,789 | $1,930+407.3% | $2,574+280.3% | $2,631+272.1% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $3,961-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,215 | $3,877+34.5% | $5,028+3.7% | $7,344-29.0% |