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 | $93,486 | $118,849-21.3% | $96,562-3.2% | $167,490-44.2% |
| Participation rate | 72.7% | 75.5%-2.7pp | 69.8%+2.9pp | 82.1%-9.4pp |
| Annual return | 12.07% | 50.49%-38.4pp | 37.78%-25.7pp | 478.56%-466.5pp |
| Employer contribution / active EE | $5,047 | $3,120+61.8% | $2,356+114.2% | $4,837+4.3% |
| Participant deferral / active EE | $6,165 | $4,616+33.6% | $3,849+60.2% | $6,341-2.8% |
| Admin fee / account holder | $14,048 | $8,065+74.2% | $6,181+127.3% | $12,309+14.1% |