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 | $94,746 | $90,600+4.6% | $79,464+19.2% | $135,375-30.0% |
| Participation rate | 76.9% | 76.0%+0.9pp | 73.3%+3.6pp | 82.6%-5.7pp |
| Annual return | 5.17% | 977.43%-972.3pp | 718.14%-713.0pp | 519.73%-514.6pp |
| Employer contribution / active EE | $1,289 | $3,068-58.0% | $2,800-54.0% | $4,779-73.0% |
| Participant deferral / active EE | $2,540 | $4,050-37.3% | $3,704-31.4% | $5,609-54.7% |
| Admin fee / account holder | $25,713 | $5,907+335.3% | $5,113+402.9% | $10,827+137.5% |