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 | $45,392 | $102,966-55.9% | $90,281-49.7% | $152,861-70.3% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 22.96% | 95.16%-72.2pp | 78.10%-55.1pp | 345.32%-322.4pp |
| Employer contribution / active EE | $2,791 | $3,139-11.1% | $2,854-2.2% | $4,762-41.4% |
| Participant deferral / active EE | $9,484 | $4,281+121.5% | $3,885+144.1% | $5,850+62.1% |
| Admin fee / account holder | $622 | $6,171-89.9% | $5,351-88.4% | $11,596-94.6% |