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 | $80,250 | $102,966-22.1% | $90,281-11.1% | $152,861-47.5% |
| Participation rate | 94.4% | 75.9%+18.6pp | 73.3%+21.2pp | 82.4%+12.0pp |
| Annual return | 18.65% | 95.16%-76.5pp | 78.10%-59.4pp | 345.32%-326.7pp |
| Employer contribution / active EE | $3,528 | $3,139+12.4% | $2,854+23.6% | $4,762-25.9% |
| Participant deferral / active EE | $7,157 | $4,281+67.2% | $3,885+84.2% | $5,850+22.3% |
| Admin fee / account holder | $1,822 | $6,171-70.5% | $5,351-65.9% | $11,596-84.3% |