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 | $86,624 | $102,966-15.9% | $90,281-4.1% | $152,861-43.3% |
| Participation rate | 94.7% | 75.9%+18.9pp | 73.3%+21.5pp | 82.4%+12.3pp |
| Annual return | 24.23% | 95.16%-70.9pp | 78.10%-53.9pp | 345.32%-321.1pp |
| Employer contribution / active EE | $6,438 | $3,139+105.1% | $2,854+125.5% | $4,762+35.2% |
| Participant deferral / active EE | $7,018 | $4,281+63.9% | $3,885+80.6% | $5,850+20.0% |
| Admin fee / account holder | $10,836 | $6,171+75.6% | $5,351+102.5% | $11,596-6.6% |