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 | $74,540 | $115,770-35.6% | $101,248-26.4% | $158,922-53.1% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 17.33% | 56.14%-38.8pp | 46.47%-29.1pp | 302.83%-285.5pp |
| Employer contribution / active EE | $2,300 | $4,175-44.9% | $3,660-37.2% | $4,761-51.7% |
| Participant deferral / active EE | $4,604 | $4,957-7.1% | $4,370+5.4% | $5,982-23.0% |
| Admin fee / account holder | $793 | $7,245-89.1% | $5,945-86.7% | $11,246-93.0% |