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 | $26,197 | $56,114-53.3% | $96,139-72.8% | $85,850-69.5% |
| Participation rate | 96.6% | 56.7%+39.8pp | 68.4%+28.1pp | 69.3%+27.2pp |
| Annual return | 16.90% | 42.30%-25.4pp | 191.94%-175.0pp | 318.53%-301.6pp |
| Employer contribution / active EE | $2,707 | $1,620+67.2% | $2,797-3.2% | $2,565+5.6% |
| Participant deferral / active EE | $5,692 | $2,859+99.1% | $4,349+30.9% | $3,952+44.1% |
| Admin fee / account holder | $5,738 | $3,768+52.3% | $5,537+3.6% | $6,260-8.3% |