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 | $73,856 | $73,515+0.5% | $62,995+17.2% | $147,584-50.0% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.8%+19.3pp | 82.8%+11.3pp |
| Annual return | 18.72% | 175.43%-156.7pp | 87.57%-68.8pp | 578.55%-559.8pp |
| Employer contribution / active EE | $2,978 | $3,320-10.3% | $2,759+7.9% | $4,876-38.9% |
| Participant deferral / active EE | $6,040 | $4,185+44.3% | $3,329+81.4% | $5,439+11.1% |
| Admin fee / account holder | $1,079 | $5,953-81.9% | $3,600-70.0% | $10,885-90.1% |