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 | $62,177 | $118,849-47.7% | $96,562-35.6% | $167,490-62.9% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 14.89% | 50.49%-35.6pp | 37.78%-22.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $1,329 | $3,120-57.4% | $2,356-43.6% | $4,837-72.5% |
| Participant deferral / active EE | $1,684 | $4,616-63.5% | $3,849-56.2% | $6,341-73.4% |
| Admin fee / account holder | $676 | $8,065-91.6% | $6,181-89.1% | $12,309-94.5% |