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 | $73,257 | $100,852-27.4% | $90,404-19.0% | $158,922-53.9% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 12.79% | 1724.20%-1711.4pp | 1293.02%-1280.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,661 | $3,689-27.9% | $3,262-18.4% | $4,761-44.1% |
| Participant deferral / active EE | $3,855 | $4,348-11.3% | $3,963-2.7% | $5,982-35.6% |
| Admin fee / account holder | $6,646 | $6,501+2.2% | $5,611+18.5% | $11,246-40.9% |