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 5-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 | $66,373 | $99,877-33.5% | $84,966-21.9% | $145,922-54.5% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 10.54% | 83.76%-73.2pp | 66.38%-55.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $3,508 | $3,231+8.6% | $2,727+28.6% | $4,660-24.7% |
| Participant deferral / active EE | $7,924 | $5,291+49.8% | $4,519+75.3% | $6,688+18.5% |
| Admin fee / account holder | $74,920 | $7,248+933.7% | $6,149+1118.5% | $13,397+459.2% |