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 | $177,582 | $102,966+72.5% | $90,281+96.7% | $152,861+16.2% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 25.79% | 95.16%-69.4pp | 78.10%-52.3pp | 345.32%-319.5pp |
| Employer contribution / active EE | $1,066 | $3,139-66.0% | $2,854-62.6% | $4,762-77.6% |
| Participant deferral / active EE | $3,187 | $4,281-25.6% | $3,885-18.0% | $5,850-45.5% |
| Admin fee / account holder | $3,956 | $6,171-35.9% | $5,351-26.1% | $11,596-65.9% |