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 | $82,679 | $99,877-17.2% | $84,966-2.7% | $145,922-43.3% |
| Participation rate | 91.3% | 74.1%+17.2pp | 67.5%+23.8pp | 80.3%+11.0pp |
| Annual return | 14.19% | 83.76%-69.6pp | 66.38%-52.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,578 | $3,231-20.2% | $2,727-5.5% | $4,660-44.7% |
| Participant deferral / active EE | $9,939 | $5,291+87.9% | $4,519+119.9% | $6,688+48.6% |
| Admin fee / account holder | $19,917 | $7,248+174.8% | $6,149+223.9% | $13,397+48.7% |