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 | $76,214 | $102,317-25.5% | $146,958-48.1% | $80,856-5.7% |
| Participation rate | 71.0% | 75.8%-4.9pp | 82.2%-11.2pp | 67.6%+3.3pp |
| Annual return | 39.67% | 134.76%-95.1pp | 418.34%-378.7pp | 35.59%+4.1pp |
| Employer contribution / active EE | $3,366 | $3,713-9.3% | $4,933-31.8% | $2,755+22.2% |
| Participant deferral / active EE | $5,456 | $6,644-17.9% | $8,070-32.4% | $4,296+27.0% |
| Admin fee / account holder | $705 | $7,941-91.1% | $12,998-94.6% | $6,918-89.8% |