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 | $65,818 | $162,781-59.6% | $133,956-50.9% | $158,922-58.6% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+9.0pp |
| Annual return | 10.26% | 41.94%-31.7pp | 45.09%-34.8pp | 302.83%-292.6pp |
| Employer contribution / active EE | $4,086 | $4,975-17.9% | $3,919+4.3% | $4,761-14.2% |
| Participant deferral / active EE | $6,913 | $5,911+16.9% | $5,048+36.9% | $5,982+15.6% |
| Admin fee / account holder | $37,613 | $11,736+220.5% | $8,927+321.3% | $11,246+234.5% |