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 | $66,198 | $114,047-42.0% | $96,139-31.1% | $167,490-60.5% |
| Participation rate | 92.3% | 75.1%+17.2pp | 68.4%+23.9pp | 82.1%+10.2pp |
| Annual return | 16.78% | 189.88%-173.1pp | 191.94%-175.2pp | 478.56%-461.8pp |
| Employer contribution / active EE | $3,339 | $3,427-2.6% | $2,797+19.4% | $4,837-31.0% |
| Participant deferral / active EE | $7,091 | $5,194+36.5% | $4,349+63.1% | $6,341+11.8% |
| Admin fee / account holder | $3,595 | $6,897-47.9% | $5,537-35.1% | $12,309-70.8% |