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 | $77,768 | $90,348-13.9% | $75,972+2.4% | $145,922-46.7% |
| Participation rate | 81.3% | 74.5%+6.8pp | 69.1%+12.2pp | 80.3%+1.0pp |
| Annual return | 15.05% | 620.88%-605.8pp | 359.55%-344.5pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,807 | $3,311-15.2% | $2,685+4.6% | $4,660-39.8% |
| Participant deferral / active EE | $4,389 | $5,162-15.0% | $4,255+3.1% | $6,688-34.4% |
| Admin fee / account holder | $4,247 | $8,467-49.8% | $6,467-34.3% | $13,397-68.3% |