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 | $75,486 | $107,334-29.7% | $92,893-18.7% | $152,861-50.6% |
| Participation rate | 79.2% | 79.8%-0.6pp | 76.0%+3.2pp | 82.4%-3.3pp |
| Annual return | 22.57% | 145.58%-123.0pp | 109.41%-86.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,344 | $4,221-68.2% | $3,653-63.2% | $4,762-71.8% |
| Participant deferral / active EE | $4,957 | $4,845+2.3% | $4,236+17.0% | $5,850-15.3% |
| Admin fee / account holder | $1,564 | $7,079-77.9% | $5,794-73.0% | $11,596-86.5% |