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 5-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 | $60,820 | $111,724-45.6% | $93,606-35.0% | $145,922-58.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 13.40% | 202.98%-189.6pp | 133.20%-119.8pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,859 | $3,090-7.5% | $2,420+18.1% | $4,660-38.6% |
| Participant deferral / active EE | $5,767 | $4,912+17.4% | $4,411+30.7% | $6,688-13.8% |
| Admin fee / account holder | $4,384 | $10,250-57.2% | $8,285-47.1% | $13,397-67.3% |