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 | $79,499 | $102,966-22.8% | $90,281-11.9% | $152,861-48.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 27.55% | 95.16%-67.6pp | 78.10%-50.5pp | 345.32%-317.8pp |
| Employer contribution / active EE | $3,753 | $3,139+19.6% | $2,854+31.5% | $4,762-21.2% |
| Participant deferral / active EE | $7,276 | $4,281+69.9% | $3,885+87.3% | $5,850+24.4% |
| Admin fee / account holder | $2,298 | $6,171-62.8% | $5,351-57.1% | $11,596-80.2% |