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 8-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 | $53,377 | $102,966-48.2% | $90,281-40.9% | $152,861-65.1% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 26.40% | 95.16%-68.8pp | 78.10%-51.7pp | 345.32%-318.9pp |
| Employer contribution / active EE | $2,719 | $3,139-13.4% | $2,854-4.7% | $4,762-42.9% |
| Participant deferral / active EE | $3,548 | $4,281-17.1% | $3,885-8.7% | $5,850-39.4% |
| Admin fee / account holder | $10,244 | $6,171+66.0% | $5,351+91.4% | $11,596-11.7% |