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 | $47,134 | $126,574-62.8% | $106,213-55.6% | $145,922-67.7% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 10.19% | 224.79%-214.6pp | 116.14%-105.9pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,817 | $3,730-24.5% | $3,171-11.2% | $4,660-39.5% |
| Participant deferral / active EE | $5,990 | $5,724+4.7% | $5,016+19.4% | $6,688-10.4% |
| Admin fee / account holder | $413 | $17,304-97.6% | $11,033-96.3% | $13,397-96.9% |