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 | $67,123 | $112,096-40.1% | $95,952-30.0% | $158,922-57.8% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 23.16% | 171.09%-147.9pp | 91.61%-68.4pp | 302.83%-279.7pp |
| Employer contribution / active EE | $1,370 | $3,198-57.2% | $2,541-46.1% | $4,761-71.2% |
| Participant deferral / active EE | $4,295 | $4,784-10.2% | $4,167+3.1% | $5,982-28.2% |
| Admin fee / account holder | $440 | $10,130-95.7% | $6,795-93.5% | $11,246-96.1% |