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 | $32,899 | $102,966-68.0% | $90,281-63.6% | $152,861-78.5% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 63.41% | 95.16%-31.8pp | 78.10%-14.7pp | 345.32%-281.9pp |
| Employer contribution / active EE | $2,358 | $3,139-24.9% | $2,854-17.4% | $4,762-50.5% |
| Participant deferral / active EE | $4,198 | $4,281-1.9% | $3,885+8.1% | $5,850-28.2% |
| Admin fee / account holder | $695 | $6,171-88.7% | $5,351-87.0% | $11,596-94.0% |