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 | $66,553 | $165,912-59.9% | $122,332-45.6% | $147,584-54.9% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 20.66% | 34.55%-13.9pp | 30.27%-9.6pp | 578.55%-557.9pp |
| Employer contribution / active EE | $2,628 | $5,754-54.3% | $4,050-35.1% | $4,876-46.1% |
| Participant deferral / active EE | $6,791 | $4,005+69.5% | $3,287+106.6% | $5,439+24.9% |
| Admin fee / account holder | $2,240 | $7,424-69.8% | $5,478-59.1% | $10,885-79.4% |