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 | $61,595 | $102,966-40.2% | $90,281-31.8% | $152,861-59.7% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 19.62% | 95.16%-75.5pp | 78.10%-58.5pp | 345.32%-325.7pp |
| Employer contribution / active EE | $3,832 | $3,139+22.1% | $2,854+34.2% | $4,762-19.5% |
| Participant deferral / active EE | $6,328 | $4,281+47.8% | $3,885+62.9% | $5,850+8.2% |
| Admin fee / account holder | $378 | $6,171-93.9% | $5,351-92.9% | $11,596-96.7% |