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 | $77,391 | $107,334-27.9% | $92,893-16.7% | $152,861-49.4% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 28.85% | 145.58%-116.7pp | 109.41%-80.6pp | 345.32%-316.5pp |
| Employer contribution / active EE | $2,138 | $4,221-49.4% | $3,653-41.5% | $4,762-55.1% |
| Participant deferral / active EE | $2,924 | $4,845-39.6% | $4,236-31.0% | $5,850-50.0% |
| Admin fee / account holder | $50,095 | $7,079+607.6% | $5,794+764.6% | $11,596+332.0% |