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 | $75,468 | $115,770-34.8% | $101,248-25.5% | $158,922-52.5% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 29.43% | 56.14%-26.7pp | 46.47%-17.0pp | 302.83%-273.4pp |
| Employer contribution / active EE | $2,865 | $4,175-31.4% | $3,660-21.7% | $4,761-39.8% |
| Participant deferral / active EE | $5,968 | $4,957+20.4% | $4,370+36.6% | $5,982-0.2% |
| Admin fee / account holder | $670 | $7,245-90.8% | $5,945-88.7% | $11,246-94.0% |