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 | $69,918 | $209,411-66.6% | $178,490-60.8% | $158,922-56.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.98% | 188.75%-180.8pp | 151.07%-143.1pp | 302.83%-294.8pp |
| Employer contribution / active EE | $1,953 | $5,706-65.8% | $5,011-61.0% | $4,761-59.0% |
| Participant deferral / active EE | $3,189 | $5,954-46.4% | $5,202-38.7% | $5,982-46.7% |
| Admin fee / account holder | $40,649 | $17,074+138.1% | $13,984+190.7% | $11,246+261.5% |