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 | $67,474 | $81,632-17.3% | $70,449-4.2% | $158,922-57.5% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.1%+12.4pp | 82.0%+5.5pp |
| Annual return | 5.43% | 208.40%-203.0pp | 109.03%-103.6pp | 302.83%-297.4pp |
| Employer contribution / active EE | $9,449 | $3,217+193.7% | $2,737+245.3% | $4,761+98.5% |
| Participant deferral / active EE | $6,217 | $4,554+36.5% | $3,709+67.6% | $5,982+3.9% |
| Admin fee / account holder | $13,714 | $6,193+121.5% | $3,845+256.6% | $11,246+21.9% |