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 | $42,341 | $118,849-64.4% | $96,562-56.2% | $167,490-74.7% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 16.94% | 50.49%-33.5pp | 37.78%-20.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $1,663 | $3,120-46.7% | $2,356-29.4% | $4,837-65.6% |
| Participant deferral / active EE | $4,347 | $4,616-5.8% | $3,849+12.9% | $6,341-31.4% |
| Admin fee / account holder | $469 | $8,065-94.2% | $6,181-92.4% | $12,309-96.2% |