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 | $84,194 | $98,240-14.3% | $82,313+2.3% | $147,584-43.0% |
| Participation rate | 79.2% | 79.7%-0.6pp | 76.9%+2.3pp | 82.8%-3.7pp |
| Annual return | 14.92% | 30.85%-15.9pp | 25.88%-11.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,221 | $3,192-61.7% | $2,428-49.7% | $4,876-75.0% |
| Participant deferral / active EE | $4,277 | $4,383-2.4% | $3,706+15.4% | $5,439-21.4% |
| Admin fee / account holder | $434 | $8,563-94.9% | $5,608-92.3% | $10,885-96.0% |