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 7-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 | $60,483 | $111,724-45.9% | $93,606-35.4% | $145,922-58.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 10.45% | 202.98%-192.5pp | 133.20%-122.7pp | 561.29%-550.8pp |
| Employer contribution / active EE | $1,920 | $3,090-37.9% | $2,420-20.7% | $4,660-58.8% |
| Participant deferral / active EE | $9,800 | $4,912+99.5% | $4,411+122.2% | $6,688+46.5% |
| Admin fee / account holder | $437 | $10,250-95.7% | $8,285-94.7% | $13,397-96.7% |