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 | $83,077 | $99,079-16.2% | $77,999+6.5% | $273,961-69.7% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.5%-4.1pp | 83.0%-11.6pp |
| Annual return | 10.71% | 217.93%-207.2pp | 425.96%-415.3pp | 41.45%-30.7pp |
| Employer contribution / active EE | $2,956 | $3,308-10.6% | $2,470+19.7% | $4,869-39.3% |
| Participant deferral / active EE | $7,505 | $4,306+74.3% | $3,497+114.6% | $5,287+42.0% |
| Admin fee / account holder | $3,998 | $8,954-55.4% | $5,480-27.1% | $10,132-60.5% |