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 | $78,887 | $95,971-17.8% | $74,550+5.8% | $135,375-41.7% |
| Participation rate | 90.5% | 75.7%+14.8pp | 69.1%+21.3pp | 82.6%+7.8pp |
| Annual return | 5.53% | 56.96%-51.4pp | 32.53%-27.0pp | 519.73%-514.2pp |
| Employer contribution / active EE | $3,876 | $2,716+42.7% | $1,961+97.7% | $4,779-18.9% |
| Participant deferral / active EE | $2,919 | $3,843-24.0% | $3,108-6.1% | $5,609-48.0% |
| Admin fee / account holder | $19,047 | $6,522+192.1% | $5,060+276.5% | $10,827+75.9% |