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 | $83,794 | $106,890-21.6% | $84,015-0.3% | $152,861-45.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 19.64% | 104.99%-85.4pp | 71.31%-51.7pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,888 | $2,734-30.9% | $1,983-4.8% | $4,762-60.3% |
| Participant deferral / active EE | $5,320 | $4,011+32.6% | $3,239+64.3% | $5,850-9.1% |
| Admin fee / account holder | $367 | $8,285-95.6% | $6,101-94.0% | $11,596-96.8% |