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 | $58,587 | $107,334-45.4% | $92,893-36.9% | $152,861-61.7% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 17.64% | 145.58%-127.9pp | 109.41%-91.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $1,447 | $4,221-65.7% | $3,653-60.4% | $4,762-69.6% |
| Participant deferral / active EE | $2,140 | $4,845-55.8% | $4,236-49.5% | $5,850-63.4% |
| Admin fee / account holder | $398 | $7,079-94.4% | $5,794-93.1% | $11,596-96.6% |