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 | $81,155 | $100,852-19.5% | $90,404-10.2% | $158,922-48.9% |
| Participation rate | 84.2% | 75.0%+9.2pp | 72.7%+11.5pp | 82.0%+2.3pp |
| Annual return | 16.70% | 1724.20%-1707.5pp | 1293.02%-1276.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,761 | $3,689-25.1% | $3,262-15.3% | $4,761-42.0% |
| Participant deferral / active EE | $5,283 | $4,348+21.5% | $3,963+33.3% | $5,982-11.7% |
| Admin fee / account holder | $13,631 | $6,501+109.7% | $5,611+142.9% | $11,246+21.2% |