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 | $73,448 | $90,348-18.7% | $75,972-3.3% | $145,922-49.7% |
| Participation rate | 72.7% | 74.5%-1.7pp | 69.1%+3.7pp | 80.3%-7.5pp |
| Annual return | 9.14% | 620.88%-611.7pp | 359.55%-350.4pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,882 | $3,311-43.2% | $2,685-29.9% | $4,660-59.6% |
| Participant deferral / active EE | $7,287 | $5,162+41.2% | $4,255+71.2% | $6,688+9.0% |
| Admin fee / account holder | $6,376 | $8,467-24.7% | $6,467-1.4% | $13,397-52.4% |