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 | $67,216 | $107,334-37.4% | $92,893-27.6% | $152,861-56.0% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 19.01% | 145.58%-126.6pp | 109.41%-90.4pp | 345.32%-326.3pp |
| Employer contribution / active EE | $6,741 | $4,221+59.7% | $3,653+84.5% | $4,762+41.5% |
| Participant deferral / active EE | $6,994 | $4,845+44.4% | $4,236+65.1% | $5,850+19.6% |
| Admin fee / account holder | $1,438 | $7,079-79.7% | $5,794-75.2% | $11,596-87.6% |