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 | $62,914 | $118,849-47.1% | $96,562-34.8% | $167,490-62.4% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.8%+20.2pp | 82.1%+7.9pp |
| Annual return | 11.09% | 50.49%-39.4pp | 37.78%-26.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $11,369 | $3,120+264.4% | $2,356+382.5% | $4,837+135.0% |
| Participant deferral / active EE | $5,200 | $4,616+12.7% | $3,849+35.1% | $6,341-18.0% |
| Admin fee / account holder | $751 | $8,065-90.7% | $6,181-87.8% | $12,309-93.9% |