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 | $67,451 | $116,175-41.9% | $93,606-27.9% | $152,861-55.9% |
| Participation rate | 77.8% | 78.0%-0.3pp | 75.8%+1.9pp | 82.4%-4.7pp |
| Annual return | 25.94% | 35.96%-10.0pp | 32.76%-6.8pp | 345.32%-319.4pp |
| Employer contribution / active EE | $1,634 | $3,218-49.2% | $2,718-39.9% | $4,762-65.7% |
| Participant deferral / active EE | $6,358 | $4,603+38.1% | $4,069+56.3% | $5,850+8.7% |
| Admin fee / account holder | $410 | $10,748-96.2% | $7,888-94.8% | $11,596-96.5% |