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 | $89,364 | $102,966-13.2% | $90,281-1.0% | $152,861-41.5% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 19.57% | 95.16%-75.6pp | 78.10%-58.5pp | 345.32%-325.8pp |
| Employer contribution / active EE | $7,819 | $3,139+149.1% | $2,854+173.9% | $4,762+64.2% |
| Participant deferral / active EE | $7,658 | $4,281+78.9% | $3,885+97.1% | $5,850+30.9% |
| Admin fee / account holder | $124,135 | $6,171+1911.7% | $5,351+2219.7% | $11,596+970.5% |