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 | $50,588 | $107,934-53.1% | $91,989-45.0% | $152,861-66.9% |
| Participation rate | 82.6% | 81.2%+1.4pp | 78.6%+4.0pp | 82.4%+0.2pp |
| Annual return | 26.21% | 89.24%-63.0pp | 69.02%-42.8pp | 345.32%-319.1pp |
| Employer contribution / active EE | $9,340 | $4,210+121.9% | $3,452+170.6% | $4,762+96.1% |
| Participant deferral / active EE | $5,813 | $6,364-8.7% | $5,923-1.9% | $5,850-0.6% |
| Admin fee / account holder | $409 | $10,520-96.1% | $7,743-94.7% | $11,596-96.5% |