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 | $66,491 | $90,348-26.4% | $75,972-12.5% | $145,922-54.4% |
| Participation rate | 85.0% | 74.5%+10.5pp | 69.1%+15.9pp | 80.3%+4.7pp |
| Annual return | 10.98% | 620.88%-609.9pp | 359.55%-348.6pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,984 | $3,311-9.9% | $2,685+11.2% | $4,660-36.0% |
| Participant deferral / active EE | $8,883 | $5,162+72.1% | $4,255+108.7% | $6,688+32.8% |
| Admin fee / account holder | $15,560 | $8,467+83.8% | $6,467+140.6% | $13,397+16.1% |