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 | $62,677 | $106,890-41.4% | $84,015-25.4% | $152,861-59.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 21.88% | 104.99%-83.1pp | 71.31%-49.4pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,550 | $2,734-43.3% | $1,983-21.8% | $4,762-67.4% |
| Participant deferral / active EE | $6,650 | $4,011+65.8% | $3,239+105.3% | $5,850+13.7% |
| Admin fee / account holder | $410 | $8,285-95.1% | $6,101-93.3% | $11,596-96.5% |