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 | $67,922 | $102,966-34.0% | $90,281-24.8% | $152,861-55.6% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 21.02% | 95.16%-74.1pp | 78.10%-57.1pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,607 | $3,139-16.9% | $2,854-8.7% | $4,762-45.3% |
| Participant deferral / active EE | $3,750 | $4,281-12.4% | $3,885-3.5% | $5,850-35.9% |
| Admin fee / account holder | $4,167 | $6,171-32.5% | $5,351-22.1% | $11,596-64.1% |