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 6-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 | $88,340 | $159,901-44.8% | $146,958-39.9% | $145,922-39.5% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 10.58% | 98.13%-87.6pp | 418.34%-407.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,393 | $5,286-54.7% | $4,933-51.5% | $4,660-48.6% |
| Participant deferral / active EE | $3,920 | $8,428-53.5% | $8,070-51.4% | $6,688-41.4% |
| Admin fee / account holder | $1,844 | $15,044-87.7% | $12,998-85.8% | $13,397-86.2% |