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 | $75,491 | $115,770-34.8% | $101,248-25.4% | $158,922-52.5% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 17.22% | 56.14%-38.9pp | 46.47%-29.3pp | 302.83%-285.6pp |
| Employer contribution / active EE | $11,003 | $4,175+163.6% | $3,660+200.7% | $4,761+131.1% |
| Participant deferral / active EE | $5,125 | $4,957+3.4% | $4,370+17.3% | $5,982-14.3% |
| Admin fee / account holder | $503 | $7,245-93.1% | $5,945-91.5% | $11,246-95.5% |