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 | $96,103 | $107,334-10.5% | $92,893+3.5% | $152,861-37.1% |
| Participation rate | 78.9% | 79.8%-0.8pp | 76.0%+2.9pp | 82.4%-3.5pp |
| Annual return | 19.20% | 145.58%-126.4pp | 109.41%-90.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $9,474 | $4,221+124.4% | $3,653+159.4% | $4,762+98.9% |
| Participant deferral / active EE | $7,597 | $4,845+56.8% | $4,236+79.3% | $5,850+29.9% |
| Admin fee / account holder | $5,245 | $7,079-25.9% | $5,794-9.5% | $11,596-54.8% |