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 | $69,911 | $152,587-54.2% | $125,175-44.1% | $152,861-54.3% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.4%+9.2pp |
| Annual return | 14.07% | 54.84%-40.8pp | 43.79%-29.7pp | 345.32%-331.2pp |
| Employer contribution / active EE | $1,151 | $4,946-76.7% | $3,865-70.2% | $4,762-75.8% |
| Participant deferral / active EE | $3,980 | $5,868-32.2% | $4,937-19.4% | $5,850-32.0% |
| Admin fee / account holder | $467 | $13,434-96.5% | $9,702-95.2% | $11,596-96.0% |