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 | $57,274 | $152,587-62.5% | $125,175-54.2% | $152,861-62.5% |
| Participation rate | 93.8% | 83.3%+10.4pp | 79.8%+14.0pp | 82.4%+11.3pp |
| Annual return | 16.15% | 54.84%-38.7pp | 43.79%-27.6pp | 345.32%-329.2pp |
| Employer contribution / active EE | $2,124 | $4,946-57.1% | $3,865-45.1% | $4,762-55.4% |
| Participant deferral / active EE | $4,583 | $5,868-21.9% | $4,937-7.2% | $5,850-21.7% |
| Admin fee / account holder | $27,690 | $13,434+106.1% | $9,702+185.4% | $11,596+138.8% |