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 | $52,213 | $102,966-49.3% | $90,281-42.2% | $152,861-65.8% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 21.47% | 95.16%-73.7pp | 78.10%-56.6pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,690 | $3,139-46.2% | $2,854-40.8% | $4,762-64.5% |
| Participant deferral / active EE | $1,738 | $4,281-59.4% | $3,885-55.3% | $5,850-70.3% |
| Admin fee / account holder | $939 | $6,171-84.8% | $5,351-82.5% | $11,596-91.9% |