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 | $75,375 | $111,724-32.5% | $93,606-19.5% | $145,922-48.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 14.07% | 202.98%-188.9pp | 133.20%-119.1pp | 561.29%-547.2pp |
| Employer contribution / active EE | $920 | $3,090-70.2% | $2,420-62.0% | $4,660-80.3% |
| Participant deferral / active EE | $2,785 | $4,912-43.3% | $4,411-36.9% | $6,688-58.4% |
| Admin fee / account holder | $1,664 | $10,250-83.8% | $8,285-79.9% | $13,397-87.6% |