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 | $59,773 | $81,625-26.8% | $58,482+2.2% | $139,434-57.1% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 19.09% | 7404.20%-7385.1pp | 4239.32%-4220.2pp | 372.94%-353.9pp |
| Employer contribution / active EE | $2,843 | $1,398+103.3% | $1,053+169.9% | $4,751-40.2% |
| Participant deferral / active EE | $7,564 | $2,557+195.9% | $1,924+293.2% | $6,710+12.7% |
| Admin fee / account holder | $8,077 | $3,265+147.4% | $2,516+221.0% | $11,403-29.2% |