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 3-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 | $67,906 | $109,982-38.3% | $97,226-30.2% | $145,922-53.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 17.40% | 242.90%-225.5pp | 75.13%-57.7pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,157 | $3,084-30.1% | $2,729-21.0% | $4,660-53.7% |
| Participant deferral / active EE | $7,694 | $4,676+64.6% | $4,264+80.5% | $6,688+15.1% |
| Admin fee / account holder | $56,166 | $6,221+802.9% | $5,654+893.5% | $13,397+319.2% |