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 | $66,191 | $90,348-26.7% | $75,972-12.9% | $145,922-54.6% |
| Participation rate | 94.4% | 74.5%+20.0pp | 69.1%+25.4pp | 80.3%+14.2pp |
| Annual return | 34.02% | 620.88%-586.9pp | 359.55%-325.5pp | 561.29%-527.3pp |
| Employer contribution / active EE | $2,404 | $3,311-27.4% | $2,685-10.5% | $4,660-48.4% |
| Participant deferral / active EE | $3,640 | $5,162-29.5% | $4,255-14.5% | $6,688-45.6% |
| Admin fee / account holder | $6,595 | $8,467-22.1% | $6,467+2.0% | $13,397-50.8% |