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 6-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 | $67,257 | $115,770-41.9% | $101,248-33.6% | $158,922-57.7% |
| Participation rate | 78.9% | 79.4%-0.4pp | 75.8%+3.1pp | 82.0%-3.0pp |
| Annual return | 16.28% | 56.14%-39.9pp | 46.47%-30.2pp | 302.83%-286.5pp |
| Employer contribution / active EE | $3,730 | $4,175-10.6% | $3,660+1.9% | $4,761-21.7% |
| Participant deferral / active EE | $10,531 | $4,957+112.4% | $4,370+141.0% | $5,982+76.0% |
| Admin fee / account holder | $4,539 | $7,245-37.4% | $5,945-23.7% | $11,246-59.6% |