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 | $73,726 | $96,635-23.7% | $86,612-14.9% | $139,434-47.1% |
| Participation rate | 93.3% | 74.4%+18.9pp | 71.7%+21.6pp | 80.3%+13.0pp |
| Annual return | 16.40% | 106.41%-90.0pp | 591.07%-574.7pp | 372.94%-356.5pp |
| Employer contribution / active EE | $7,822 | $3,263+139.7% | $3,022+158.8% | $4,751+64.6% |
| Participant deferral / active EE | $3,539 | $4,836-26.8% | $4,438-20.3% | $6,710-47.3% |
| Admin fee / account holder | $1,562 | $6,408-75.6% | $5,614-72.2% | $11,403-86.3% |