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 | $32,408 | $73,515-55.9% | $62,995-48.6% | $147,584-78.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.8%+5.2pp | 82.8%-2.8pp |
| Annual return | 16.42% | 175.43%-159.0pp | 87.57%-71.1pp | 578.55%-562.1pp |
| Employer contribution / active EE | $3,406 | $3,320+2.6% | $2,759+23.5% | $4,876-30.2% |
| Participant deferral / active EE | $5,399 | $4,185+29.0% | $3,329+62.2% | $5,439-0.7% |
| Admin fee / account holder | $9,271 | $5,953+55.7% | $3,600+157.5% | $10,885-14.8% |