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 | $97,125-16.1% | $86,233-5.4% | $137,256-40.6% |
| Participation rate | 94.4% | 74.2%+20.2pp | 69.0%+25.4pp | 80.0%+14.5pp |
| Annual return | 12.09% | 74.19%-62.1pp | 61.39%-49.3pp | 220.34%-208.3pp |
| Employer contribution / active EE | $3,810 | $2,841+34.1% | $2,504+52.1% | $4,156-8.3% |
| Participant deferral / active EE | $4,620 | $5,180-10.8% | $4,559+1.3% | $6,407-27.9% |
| Admin fee / account holder | $37,634 | $9,725+287.0% | $8,342+351.1% | $12,270+206.7% |