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 | $99,744 | $104,486-4.5% | $76,817+29.8% | $152,861-34.7% |
| Participation rate | 72.7% | 76.6%-3.9pp | 72.1%+0.6pp | 82.4%-9.7pp |
| Annual return | 19.26% | 1013.37%-994.1pp | 1166.11%-1146.8pp | 345.32%-326.1pp |
| Employer contribution / active EE | $2,275 | $3,116-27.0% | $2,302-1.2% | $4,762-52.2% |
| Participant deferral / active EE | $5,516 | $4,236+30.2% | $3,336+65.3% | $5,850-5.7% |
| Admin fee / account holder | $19,776 | $12,275+61.1% | $6,420+208.0% | $11,596+70.5% |