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 | $80,121 | $112,096-28.5% | $95,952-16.5% | $158,922-49.6% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 10.34% | 171.09%-160.8pp | 91.61%-81.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $4,113 | $3,198+28.6% | $2,541+61.9% | $4,761-13.6% |
| Participant deferral / active EE | $3,798 | $4,784-20.6% | $4,167-8.9% | $5,982-36.5% |
| Admin fee / account holder | $9,811 | $10,130-3.1% | $6,795+44.4% | $11,246-12.8% |