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 | $76,605 | $107,334-28.6% | $92,893-17.5% | $152,861-49.9% |
| Participation rate | 82.4% | 79.8%+2.6pp | 76.0%+6.3pp | 82.4%-0.1pp |
| Annual return | 16.36% | 145.58%-129.2pp | 109.41%-93.1pp | 345.32%-329.0pp |
| Employer contribution / active EE | $2,703 | $4,221-36.0% | $3,653-26.0% | $4,762-43.2% |
| Participant deferral / active EE | $4,957 | $4,845+2.3% | $4,236+17.0% | $5,850-15.3% |
| Admin fee / account holder | $5,689 | $7,079-19.6% | $5,794-1.8% | $11,596-50.9% |