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 | $78,651 | $109,327-28.1% | $89,391-12.0% | $158,922-50.5% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 8.36% | 345.68%-337.3pp | 245.62%-237.3pp | 302.83%-294.5pp |
| Employer contribution / active EE | $1,553 | $3,170-51.0% | $2,586-39.9% | $4,761-67.4% |
| Participant deferral / active EE | $2,223 | $4,598-51.7% | $3,890-42.8% | $5,982-62.8% |
| Admin fee / account holder | $64,045 | $6,153+940.9% | $4,881+1212.0% | $11,246+469.5% |