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 | $55,117 | $105,998-48.0% | $92,233-40.2% | $147,584-62.7% |
| Participation rate | 82.4% | 80.4%+1.9pp | 76.5%+5.9pp | 82.8%-0.5pp |
| Annual return | 18.39% | 50.05%-31.7pp | 176.28%-157.9pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,821 | $4,333-58.0% | $3,679-50.5% | $4,876-62.7% |
| Participant deferral / active EE | $4,097 | $4,478-8.5% | $3,897+5.1% | $5,439-24.7% |
| Admin fee / account holder | $2,075 | $6,332-67.2% | $5,194-60.1% | $10,885-80.9% |