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 | $91,374 | $132,634-31.1% | $115,768-21.1% | $137,256-33.4% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.4%+20.6pp | 80.0%+15.0pp |
| Annual return | 9.91% | 160.70%-150.8pp | 100.46%-90.5pp | 220.34%-210.4pp |
| Employer contribution / active EE | $6,625 | $3,360+97.2% | $2,940+125.3% | $4,156+59.4% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,311 | $15,028-51.4% | $12,439-41.2% | $12,270-40.4% |