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 | $72,504 | $102,317-29.1% | $146,958-50.7% | $80,856-10.3% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.2%+16.3pp | 67.6%+30.8pp |
| Annual return | 12.84% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $8,451 | $3,713+127.6% | $4,933+71.3% | $2,755+206.8% |
| Participant deferral / active EE | $4,399 | $6,644-33.8% | $8,070-45.5% | $4,296+2.4% |
| Admin fee / account holder | $6,307 | $7,941-20.6% | $12,998-51.5% | $6,918-8.8% |