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 | $91,454 | $111,724-18.1% | $93,606-2.3% | $145,922-37.3% |
| Participation rate | 94.4% | 74.2%+20.2pp | 68.7%+25.7pp | 80.3%+14.2pp |
| Annual return | 10.15% | 202.98%-192.8pp | 133.20%-123.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $5,494 | $3,090+77.8% | $2,420+127.0% | $4,660+17.9% |
| Participant deferral / active EE | $2,558 | $4,912-47.9% | $4,411-42.0% | $6,688-61.8% |
| Admin fee / account holder | $3,446 | $10,250-66.4% | $8,285-58.4% | $13,397-74.3% |