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 | $54,878 | $102,966-46.7% | $90,281-39.2% | $152,861-64.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 30.55% | 95.16%-64.6pp | 78.10%-47.6pp | 345.32%-314.8pp |
| Employer contribution / active EE | $1,277 | $3,139-59.3% | $2,854-55.2% | $4,762-73.2% |
| Participant deferral / active EE | $4,780 | $4,281+11.7% | $3,885+23.0% | $5,850-18.3% |
| Admin fee / account holder | $533 | $6,171-91.4% | $5,351-90.0% | $11,596-95.4% |