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 | $81,430 | $112,881-27.9% | $90,951-10.5% | $158,922-48.8% |
| Participation rate | 93.3% | 74.7%+18.6pp | 69.0%+24.3pp | 82.0%+11.4pp |
| Annual return | 5.81% | 215.79%-210.0pp | 134.60%-128.8pp | 302.83%-297.0pp |
| Employer contribution / active EE | $5,783 | $2,893+99.9% | $2,122+172.5% | $4,761+21.5% |
| Participant deferral / active EE | $2,707 | $4,128-34.4% | $3,373-19.8% | $5,982-54.8% |
| Admin fee / account holder | $2,776 | $8,041-65.5% | $5,959-53.4% | $11,246-75.3% |