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 | $65,871 | $107,934-39.0% | $91,989-28.4% | $152,861-56.9% |
| Participation rate | 81.0% | 81.2%-0.2pp | 78.6%+2.3pp | 82.4%-1.5pp |
| Annual return | 22.28% | 89.24%-67.0pp | 69.02%-46.7pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,256 | $4,210-46.4% | $3,452-34.6% | $4,762-52.6% |
| Participant deferral / active EE | $2,709 | $6,364-57.4% | $5,923-54.3% | $5,850-53.7% |
| Admin fee / account holder | $627 | $10,520-94.0% | $7,743-91.9% | $11,596-94.6% |