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 | $81,536 | $100,773-19.1% | $88,946-8.3% | $142,382-42.7% |
| Participation rate | 94.4% | 74.3%+20.2pp | 68.8%+25.6pp | 80.1%+14.3pp |
| Annual return | 12.09% | 70.18%-58.1pp | 57.82%-45.7pp | 217.08%-205.0pp |
| Employer contribution / active EE | $3,810 | $2,918+30.6% | $2,555+49.1% | $4,299-11.4% |
| Participant deferral / active EE | $4,620 | $5,230-11.7% | $4,581+0.9% | $6,507-29.0% |
| Admin fee / account holder | $37,634 | $9,693+288.3% | $8,261+355.6% | $12,624+198.1% |