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 | $68,679 | $100,852-31.9% | $90,404-24.0% | $158,922-56.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 5.82% | 1724.20%-1718.4pp | 1293.02%-1287.2pp | 302.83%-297.0pp |
| Employer contribution / active EE | $2,495 | $3,689-32.4% | $3,262-23.5% | $4,761-47.6% |
| Participant deferral / active EE | $3,954 | $4,348-9.1% | $3,963-0.2% | $5,982-33.9% |
| Admin fee / account holder | $20,802 | $6,501+220.0% | $5,611+270.8% | $11,246+85.0% |