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 | $77,264 | $107,334-28.0% | $92,893-16.8% | $152,861-49.5% |
| Participation rate | 81.0% | 79.8%+1.2pp | 76.0%+4.9pp | 82.4%-1.5pp |
| Annual return | 16.12% | 145.58%-129.5pp | 109.41%-93.3pp | 345.32%-329.2pp |
| Employer contribution / active EE | $1,454 | $4,221-65.6% | $3,653-60.2% | $4,762-69.5% |
| Participant deferral / active EE | $2,709 | $4,845-44.1% | $4,236-36.0% | $5,850-53.7% |
| Admin fee / account holder | $601 | $7,079-91.5% | $5,794-89.6% | $11,596-94.8% |