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 | $79,888 | $138,065-42.1% | $123,544-35.3% | $135,375-41.0% |
| Participation rate | 89.5% | 84.7%+4.7pp | 82.3%+7.2pp | 82.6%+6.8pp |
| Annual return | 0.85% | 153.68%-152.8pp | 119.20%-118.3pp | 519.73%-518.9pp |
| Employer contribution / active EE | $16,715 | $5,151+224.5% | $4,628+261.2% | $4,779+249.8% |
| Participant deferral / active EE | $12,665 | $6,799+86.3% | $6,426+97.1% | $5,609+125.8% |
| Admin fee / account holder | $16,270 | $10,916+49.0% | $9,284+75.2% | $10,827+50.3% |