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 | $62,546 | $108,919-42.6% | $100,391-37.7% | $145,922-57.1% |
| Participation rate | 82.4% | 82.9%-0.6pp | 81.5%+0.9pp | 80.3%+2.1pp |
| Annual return | 12.46% | 57.88%-45.4pp | 49.20%-36.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $3,592 | $4,419-18.7% | $3,942-8.9% | $4,660-22.9% |
| Participant deferral / active EE | $7,473 | $8,445-11.5% | $8,082-7.5% | $6,688+11.7% |
| Admin fee / account holder | $621 | $9,689-93.6% | $7,899-92.1% | $13,397-95.4% |