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 | $86,046 | $99,020-13.1% | $86,590-0.6% | $147,584-41.7% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 9.01% | 1312.34%-1303.3pp | 964.84%-955.8pp | 578.55%-569.5pp |
| Employer contribution / active EE | $7,116 | $3,132+127.2% | $2,839+150.6% | $4,876+45.9% |
| Participant deferral / active EE | $5,071 | $3,972+27.7% | $3,609+40.5% | $5,439-6.8% |
| Admin fee / account holder | $109,793 | $5,710+1822.7% | $4,906+2138.1% | $10,885+908.6% |