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 | $80,138 | $102,966-22.2% | $90,281-11.2% | $152,861-47.6% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 23.72% | 95.16%-71.4pp | 78.10%-54.4pp | 345.32%-321.6pp |
| Employer contribution / active EE | $3,304 | $3,139+5.3% | $2,854+15.7% | $4,762-30.6% |
| Participant deferral / active EE | $4,880 | $4,281+14.0% | $3,885+25.6% | $5,850-16.6% |
| Admin fee / account holder | $7,036 | $6,171+14.0% | $5,351+31.5% | $11,596-39.3% |