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 | $53,043 | $98,750-46.3% | $149,696-64.6% | $79,858-33.6% |
| Participation rate | 79.1% | 75.8%+3.3pp | 82.5%-3.4pp | 69.6%+9.4pp |
| Annual return | 52.46% | 27.43%+25.0pp | 276.60%-224.1pp | 31.71%+20.7pp |
| Employer contribution / active EE | $3,362 | $3,216+4.5% | $4,644-27.6% | $2,471+36.1% |
| Participant deferral / active EE | $6,824 | $5,680+20.1% | $6,842-0.3% | $3,740+82.4% |
| Admin fee / account holder | $2,278 | $6,053-62.4% | $9,309-75.5% | $5,306-57.1% |