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 | $74,113 | $109,327-32.2% | $89,391-17.1% | $158,922-53.4% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.5pp | 82.0%-10.5pp |
| Annual return | 9.81% | 345.68%-335.9pp | 245.62%-235.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $1,317 | $3,170-58.5% | $2,586-49.1% | $4,761-72.3% |
| Participant deferral / active EE | $3,256 | $4,598-29.2% | $3,890-16.3% | $5,982-45.6% |
| Admin fee / account holder | $447 | $6,153-92.7% | $4,881-90.9% | $11,246-96.0% |