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 | $75,236 | $107,934-30.3% | $91,989-18.2% | $152,861-50.8% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.4%+3.3pp |
| Annual return | 21.46% | 89.24%-67.8pp | 69.02%-47.6pp | 345.32%-323.9pp |
| Employer contribution / active EE | $18,682 | $4,210+343.8% | $3,452+441.2% | $4,762+292.3% |
| Participant deferral / active EE | $3,886 | $6,364-38.9% | $5,923-34.4% | $5,850-33.6% |
| Admin fee / account holder | $16,360 | $10,520+55.5% | $7,743+111.3% | $11,596+41.1% |