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 | $63,689 | $81,632-22.0% | $70,449-9.6% | $158,922-59.9% |
| Participation rate | 90.9% | 77.7%+13.2pp | 75.1%+15.9pp | 82.0%+9.0pp |
| Annual return | 15.70% | 208.40%-192.7pp | 109.03%-93.3pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,918 | $3,217-40.4% | $2,737-29.9% | $4,761-59.7% |
| Participant deferral / active EE | $7,681 | $4,554+68.7% | $3,709+107.1% | $5,982+28.4% |
| Admin fee / account holder | $16,131 | $6,193+160.5% | $3,845+319.5% | $11,246+43.4% |