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 | $73,348 | $114,381-35.9% | $107,525-31.8% | $142,382-48.5% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.1%+13.2pp | 80.1%+8.1pp |
| Annual return | 26.34% | 242.71%-216.4pp | 181.32%-155.0pp | 217.08%-190.7pp |
| Employer contribution / active EE | $5,882 | $4,015+46.5% | $3,754+56.7% | $4,299+36.8% |
| Participant deferral / active EE | $7,037 | $5,564+26.5% | $5,116+37.6% | $6,507+8.1% |
| Admin fee / account holder | $51,716 | $9,860+424.5% | $8,919+479.9% | $12,624+309.7% |