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 | $78,376 | $102,382-23.4% | $147,005-46.7% | $80,874-3.1% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 17.41% | 134.89%-117.5pp | 418.76%-401.4pp | 35.62%-18.2pp |
| Employer contribution / active EE | $3,659 | $3,715-1.5% | $4,934-25.8% | $2,756+32.8% |
| Participant deferral / active EE | $6,761 | $6,646+1.7% | $8,070-16.2% | $4,297+57.3% |
| Admin fee / account holder | $1,245 | $7,942-84.3% | $13,006-90.4% | $6,935-82.1% |