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 | $75,068 | $115,770-35.2% | $101,248-25.9% | $158,922-52.8% |
| Participation rate | 90.5% | 79.4%+11.1pp | 75.8%+14.7pp | 82.0%+8.5pp |
| Annual return | 9.68% | 56.14%-46.5pp | 46.47%-36.8pp | 302.83%-293.1pp |
| Employer contribution / active EE | $6,854 | $4,175+64.2% | $3,660+87.3% | $4,761+44.0% |
| Participant deferral / active EE | $4,178 | $4,957-15.7% | $4,370-4.4% | $5,982-30.2% |
| Admin fee / account holder | $30,987 | $7,245+327.7% | $5,945+421.2% | $11,246+175.5% |