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 | $75,299 | $83,902-10.3% | $167,512-55.0% | $84,808-11.2% |
| Participation rate | 89.6% | 66.5%+23.1pp | 77.1%+12.5pp | 68.3%+21.2pp |
| Annual return | 16.47% | 91.55%-75.1pp | 1615.79%-1599.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $5,197 | $2,264+129.6% | $3,882+33.9% | $2,631+97.5% |
| Participant deferral / active EE | $6,374 | $4,442+43.5% | $6,405-0.5% | $4,212+51.3% |
| Admin fee / account holder | $9,528 | $7,915+20.4% | $9,769-2.5% | $7,344+29.7% |