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 7-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 | $105,590 | $210,648-49.9% | $177,989-40.7% | $145,922-27.6% |
| Participation rate | 82.4% | 80.8%+1.6pp | 77.1%+5.3pp | 80.3%+2.1pp |
| Annual return | 8.75% | 385.86%-377.1pp | 294.48%-285.7pp | 561.29%-552.5pp |
| Employer contribution / active EE | $2,439 | $4,565-46.6% | $3,949-38.2% | $4,660-47.7% |
| Participant deferral / active EE | $4,878 | $6,958-29.9% | $6,276-22.3% | $6,688-27.1% |
| Admin fee / account holder | $59,062 | $12,013+391.7% | $10,363+469.9% | $13,397+340.9% |