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 | $91,996 | $111,724-17.7% | $93,606-1.7% | $145,922-37.0% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 15.39% | 202.98%-187.6pp | 133.20%-117.8pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,916 | $3,090+26.7% | $2,420+61.8% | $4,660-16.0% |
| Participant deferral / active EE | $3,394 | $4,912-30.9% | $4,411-23.1% | $6,688-49.2% |
| Admin fee / account holder | $44,056 | $10,250+329.8% | $8,285+431.8% | $13,397+228.9% |