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 | $66,379 | $106,890-37.9% | $84,015-21.0% | $152,861-56.6% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.4%+7.6pp |
| Annual return | 17.52% | 104.99%-87.5pp | 71.31%-53.8pp | 345.32%-327.8pp |
| Employer contribution / active EE | $3,414 | $2,734+24.8% | $1,983+72.1% | $4,762-28.3% |
| Participant deferral / active EE | $8,634 | $4,011+115.2% | $3,239+166.6% | $5,850+47.6% |
| Admin fee / account holder | $36,001 | $8,285+334.5% | $6,101+490.1% | $11,596+210.5% |