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 | $63,006 | $95,971-34.3% | $74,550-15.5% | $135,375-53.5% |
| Participation rate | 92.3% | 75.7%+16.7pp | 69.1%+23.2pp | 82.6%+9.7pp |
| Annual return | 7.26% | 56.96%-49.7pp | 32.53%-25.3pp | 519.73%-512.5pp |
| Employer contribution / active EE | $2,275 | $2,716-16.2% | $1,961+16.0% | $4,779-52.4% |
| Participant deferral / active EE | $5,761 | $3,843+49.9% | $3,108+85.4% | $5,609+2.7% |
| Admin fee / account holder | $22,937 | $6,522+251.7% | $5,060+353.3% | $10,827+111.8% |