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 | $86,473 | $150,187-42.4% | $120,354-28.2% | $145,922-40.7% |
| Participation rate | 93.8% | 78.8%+15.0pp | 71.9%+21.8pp | 80.3%+13.5pp |
| Annual return | 9.27% | 154.07%-144.8pp | 107.15%-97.9pp | 561.29%-552.0pp |
| Employer contribution / active EE | $2,242 | $4,348-48.4% | $3,463-35.3% | $4,660-51.9% |
| Participant deferral / active EE | $1,637 | $6,173-73.5% | $4,991-67.2% | $6,688-75.5% |
| Admin fee / account holder | $2,558 | $12,207-79.0% | $9,423-72.8% | $13,397-80.9% |