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 | $76,732 | $73,515+4.4% | $62,995+21.8% | $147,584-48.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.8%+0.2pp | 82.8%-7.8pp |
| Annual return | 27.14% | 175.43%-148.3pp | 87.57%-60.4pp | 578.55%-551.4pp |
| Employer contribution / active EE | $3,027 | $3,320-8.8% | $2,759+9.7% | $4,876-37.9% |
| Participant deferral / active EE | $5,888 | $4,185+40.7% | $3,329+76.9% | $5,439+8.3% |
| Admin fee / account holder | $389 | $5,953-93.5% | $3,600-89.2% | $10,885-96.4% |