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 9-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 | $47,484 | $117,841-59.7% | $102,423-53.6% | $145,922-67.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.49% | 31.65%-21.2pp | 29.32%-18.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,667 | $3,615-26.2% | $3,023-11.8% | $4,660-42.8% |
| Participant deferral / active EE | $3,771 | $5,731-34.2% | $5,053-25.4% | $6,688-43.6% |
| Admin fee / account holder | $25,538 | $13,326+91.6% | $9,451+170.2% | $13,397+90.6% |