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 | $80,678 | $107,934-25.3% | $91,989-12.3% | $152,861-47.2% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.4%-2.4pp |
| Annual return | 23.29% | 89.24%-66.0pp | 69.02%-45.7pp | 345.32%-322.0pp |
| Employer contribution / active EE | $3,000 | $4,210-28.7% | $3,452-13.1% | $4,762-37.0% |
| Participant deferral / active EE | $9,838 | $6,364+54.6% | $5,923+66.1% | $5,850+68.2% |
| Admin fee / account holder | $28,511 | $10,520+171.0% | $7,743+268.2% | $11,596+145.9% |