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 | $78,193 | $99,079-21.1% | $77,999+0.2% | $273,961-71.5% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.5%+10.2pp | 83.0%+2.7pp |
| Annual return | 5.73% | 217.93%-212.2pp | 425.96%-420.2pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,482 | $3,308-25.0% | $2,470+0.5% | $4,869-49.0% |
| Participant deferral / active EE | $6,460 | $4,306+50.0% | $3,497+84.7% | $5,287+22.2% |
| Admin fee / account holder | $2,007 | $8,954-77.6% | $5,480-63.4% | $10,132-80.2% |