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 | $138,027 | $112,096+23.1% | $95,952+43.8% | $158,922-13.1% |
| Participation rate | 77.3% | 79.0%-1.7pp | 77.1%+0.2pp | 82.0%-4.7pp |
| Annual return | 26.22% | 171.09%-144.9pp | 91.61%-65.4pp | 302.83%-276.6pp |
| Employer contribution / active EE | $1,947 | $3,198-39.1% | $2,541-23.4% | $4,761-59.1% |
| Participant deferral / active EE | $3,197 | $4,784-33.2% | $4,167-23.3% | $5,982-46.6% |
| Admin fee / account holder | $399 | $10,130-96.1% | $6,795-94.1% | $11,246-96.4% |