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 | $67,282 | $102,966-34.7% | $90,281-25.5% | $152,861-56.0% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 18.65% | 95.16%-76.5pp | 78.10%-59.5pp | 345.32%-326.7pp |
| Employer contribution / active EE | $3,110 | $3,139-0.9% | $2,854+9.0% | $4,762-34.7% |
| Participant deferral / active EE | $6,923 | $4,281+61.7% | $3,885+78.2% | $5,850+18.3% |
| Admin fee / account holder | $17,521 | $6,171+183.9% | $5,351+227.4% | $11,596+51.1% |