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 | $72,851 | $112,096-35.0% | $95,952-24.1% | $158,922-54.2% |
| Participation rate | 88.2% | 79.0%+9.3pp | 77.1%+11.2pp | 82.0%+6.3pp |
| Annual return | 13.50% | 171.09%-157.6pp | 91.61%-78.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $3,589 | $3,198+12.2% | $2,541+41.2% | $4,761-24.6% |
| Participant deferral / active EE | $10,052 | $4,784+110.1% | $4,167+141.2% | $5,982+68.0% |
| Admin fee / account holder | $13,109 | $10,130+29.4% | $6,795+92.9% | $11,246+16.6% |