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 | $75,872 | $82,630-8.2% | $64,105+18.4% | $125,391-39.5% |
| Participation rate | 90.0% | 75.9%+14.1pp | 68.2%+21.8pp | 83.2%+6.8pp |
| Annual return | 5.03% | 1489.72%-1484.7pp | 791.24%-786.2pp | 282.22%-277.2pp |
| Employer contribution / active EE | $1,351 | $2,671-49.4% | $1,820-25.8% | $4,866-72.2% |
| Participant deferral / active EE | $7,155 | $3,608+98.3% | $2,822+153.6% | $5,352+33.7% |
| Admin fee / account holder | $5,622 | $6,382-11.9% | $4,499+24.9% | $9,540-41.1% |