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 | $73,184 | $209,411-65.1% | $178,490-59.0% | $158,922-54.0% |
| Participation rate | 93.8% | 86.3%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 6.59% | 188.75%-182.2pp | 151.07%-144.5pp | 302.83%-296.2pp |
| Employer contribution / active EE | $1,930 | $5,706-66.2% | $5,011-61.5% | $4,761-59.5% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $25,285 | $17,074+48.1% | $13,984+80.8% | $11,246+124.8% |