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 | $82,531 | $102,966-19.8% | $90,281-8.6% | $152,861-46.0% |
| Participation rate | 92.3% | 75.9%+16.4pp | 73.3%+19.0pp | 82.4%+9.9pp |
| Annual return | 23.39% | 95.16%-71.8pp | 78.10%-54.7pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,747 | $3,139-12.5% | $2,854-3.8% | $4,762-42.3% |
| Participant deferral / active EE | $7,889 | $4,281+84.3% | $3,885+103.1% | $5,850+34.9% |
| Admin fee / account holder | $17,910 | $6,171+190.2% | $5,351+234.7% | $11,596+54.4% |