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 | $59,404 | $115,770-48.7% | $101,248-41.3% | $158,922-62.6% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 16.47% | 56.14%-39.7pp | 46.47%-30.0pp | 302.83%-286.4pp |
| Employer contribution / active EE | $6,695 | $4,175+60.4% | $3,660+83.0% | $4,761+40.6% |
| Participant deferral / active EE | $4,525 | $4,957-8.7% | $4,370+3.6% | $5,982-24.4% |
| Admin fee / account holder | $1,519 | $7,245-79.0% | $5,945-74.5% | $11,246-86.5% |