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 | $29,668 | $115,770-74.4% | $101,248-70.7% | $158,922-81.3% |
| Participation rate | 81.3% | 79.4%+1.9pp | 75.8%+5.4pp | 82.0%-0.7pp |
| Annual return | 19.31% | 56.14%-36.8pp | 46.47%-27.2pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,456 | $4,175-65.1% | $3,660-60.2% | $4,761-69.4% |
| Participant deferral / active EE | $4,817 | $4,957-2.8% | $4,370+10.2% | $5,982-19.5% |
| Admin fee / account holder | $800 | $7,245-89.0% | $5,945-86.5% | $11,246-92.9% |