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 | $101,611 | $176,056-42.3% | $159,436-36.3% | $167,490-39.3% |
| Participation rate | 92.3% | 84.9%+7.4pp | 82.8%+9.5pp | 82.1%+10.2pp |
| Annual return | 11.24% | 331.75%-320.5pp | 263.57%-252.3pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,932 | $5,297-44.6% | $4,829-39.3% | $4,837-39.4% |
| Participant deferral / active EE | $5,310 | $7,750-31.5% | $7,352-27.8% | $6,341-16.3% |
| Admin fee / account holder | $135,257 | $12,554+977.4% | $10,799+1152.6% | $12,309+998.8% |