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 | $32,183 | $73,515-56.2% | $62,995-48.9% | $147,584-78.2% |
| Participation rate | 79.2% | 77.9%+1.3pp | 74.8%+4.4pp | 82.8%-3.7pp |
| Annual return | 21.14% | 175.43%-154.3pp | 87.57%-66.4pp | 578.55%-557.4pp |
| Employer contribution / active EE | $3,532 | $3,320+6.4% | $2,759+28.0% | $4,876-27.6% |
| Participant deferral / active EE | $5,600 | $4,185+33.8% | $3,329+68.2% | $5,439+3.0% |
| Admin fee / account holder | $3,774 | $5,953-36.6% | $3,600+4.8% | $10,885-65.3% |