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 | $48,863 | $90,397-45.9% | $76,002-35.7% | $145,959-66.5% |
| Participation rate | 94.1% | 74.5%+19.6pp | 69.1%+25.0pp | 80.3%+13.8pp |
| Annual return | 9.76% | 621.97%-612.2pp | 360.07%-350.3pp | 561.95%-552.2pp |
| Employer contribution / active EE | $3,135 | $3,317-5.5% | $2,688+16.6% | $4,661-32.7% |
| Participant deferral / active EE | $6,845 | $5,163+32.6% | $4,257+60.8% | $6,689+2.3% |
| Admin fee / account holder | $9,844 | $8,369+17.6% | $6,414+53.5% | $13,398-26.5% |