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 | $97,896 | $126,574-22.7% | $106,213-7.8% | $145,922-32.9% |
| Participation rate | 90.9% | 77.6%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 11.33% | 224.79%-213.5pp | 116.14%-104.8pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,553 | $3,730-31.6% | $3,171-19.5% | $4,660-45.2% |
| Participant deferral / active EE | $7,134 | $5,724+24.6% | $5,016+42.2% | $6,688+6.7% |
| Admin fee / account holder | $5,168 | $17,304-70.1% | $11,033-53.2% | $13,397-61.4% |