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 | $71,967 | $106,890-32.7% | $84,015-14.3% | $152,861-52.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.4%+3.3pp |
| Annual return | 25.54% | 104.99%-79.4pp | 71.31%-45.8pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,769 | $2,734-35.3% | $1,983-10.8% | $4,762-62.9% |
| Participant deferral / active EE | $3,618 | $4,011-9.8% | $3,239+11.7% | $5,850-38.2% |
| Admin fee / account holder | $2,323 | $8,285-72.0% | $6,101-61.9% | $11,596-80.0% |