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 | $71,831 | $102,966-30.2% | $90,281-20.4% | $152,861-53.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 19.54% | 95.16%-75.6pp | 78.10%-58.6pp | 345.32%-325.8pp |
| Employer contribution / active EE | $3,236 | $3,139+3.1% | $2,854+13.4% | $4,762-32.1% |
| Participant deferral / active EE | $5,453 | $4,281+27.4% | $3,885+40.4% | $5,850-6.8% |
| Admin fee / account holder | $525 | $6,171-91.5% | $5,351-90.2% | $11,596-95.5% |