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 | $73,334 | $165,984-55.8% | $164,813-55.5% | $145,922-49.7% |
| Participation rate | 91.3% | 82.0%+9.3pp | 78.6%+12.7pp | 80.3%+11.0pp |
| Annual return | 118.88% | 100.03%+18.8pp | 69.93%+48.9pp | 561.29%-442.4pp |
| Employer contribution / active EE | $2,147 | $5,273-59.3% | $4,341-50.5% | $4,660-53.9% |
| Participant deferral / active EE | $4,239 | $6,959-39.1% | $6,031-29.7% | $6,688-36.6% |
| Admin fee / account holder | $66,260 | $16,648+298.0% | $12,690+422.2% | $13,397+394.6% |