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 3-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 | $70,232 | $99,877-29.7% | $84,966-17.3% | $145,922-51.9% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.8pp |
| Annual return | 10.14% | 83.76%-73.6pp | 66.38%-56.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,429 | $3,231-24.8% | $2,727-10.9% | $4,660-47.9% |
| Participant deferral / active EE | $2,956 | $5,291-44.1% | $4,519-34.6% | $6,688-55.8% |
| Admin fee / account holder | $6,309 | $7,248-13.0% | $6,149+2.6% | $13,397-52.9% |