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 | $46,390 | $102,966-54.9% | $90,281-48.6% | $152,861-69.7% |
| Participation rate | 95.7% | 75.9%+19.8pp | 73.3%+22.4pp | 82.4%+13.2pp |
| Annual return | 24.27% | 95.16%-70.9pp | 78.10%-53.8pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,460 | $3,139-53.5% | $2,854-48.9% | $4,762-69.4% |
| Participant deferral / active EE | $5,575 | $4,281+30.2% | $3,885+43.5% | $5,850-4.7% |
| Admin fee / account holder | $638 | $6,171-89.7% | $5,351-88.1% | $11,596-94.5% |