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 | $60,743 | $124,185-51.1% | $108,410-44.0% | $167,490-63.7% |
| Participation rate | 90.9% | 82.3%+8.6pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 17.11% | 1379.64%-1362.5pp | 905.27%-888.2pp | 478.56%-461.4pp |
| Employer contribution / active EE | $9,051 | $4,187+116.2% | $3,558+154.4% | $4,837+87.1% |
| Participant deferral / active EE | $7,788 | $6,908+12.7% | $6,563+18.7% | $6,341+22.8% |
| Admin fee / account holder | $684 | $9,455-92.8% | $7,295-90.6% | $12,309-94.4% |