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 5-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 | $70,833 | $102,382-30.8% | $147,005-51.8% | $80,874-12.4% |
| Participation rate | 77.2% | 75.8%+1.3pp | 82.2%-5.0pp | 67.6%+9.5pp |
| Annual return | 19.55% | 134.89%-115.3pp | 418.76%-399.2pp | 35.62%-16.1pp |
| Employer contribution / active EE | $3,345 | $3,715-10.0% | $4,934-32.2% | $2,756+21.4% |
| Participant deferral / active EE | $7,134 | $6,646+7.3% | $8,070-11.6% | $4,297+66.0% |
| Admin fee / account holder | $9,216 | $7,942+16.0% | $13,006-29.1% | $6,935+32.9% |