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 | $74,132 | $105,998-30.1% | $92,233-19.6% | $147,584-49.8% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 9.99% | 50.05%-40.1pp | 176.28%-166.3pp | 578.55%-568.6pp |
| Employer contribution / active EE | $1,330 | $4,333-69.3% | $3,679-63.9% | $4,876-72.7% |
| Participant deferral / active EE | $2,892 | $4,478-35.4% | $3,897-25.8% | $5,439-46.8% |
| Admin fee / account holder | $974 | $6,332-84.6% | $5,194-81.2% | $10,885-91.1% |