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 | $65,865 | $105,998-37.9% | $92,233-28.6% | $147,584-55.4% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 11.18% | 50.05%-38.9pp | 176.28%-165.1pp | 578.55%-567.4pp |
| Employer contribution / active EE | $3,253 | $4,333-24.9% | $3,679-11.6% | $4,876-33.3% |
| Participant deferral / active EE | $6,972 | $4,478+55.7% | $3,897+78.9% | $5,439+28.2% |
| Admin fee / account holder | $506 | $6,332-92.0% | $5,194-90.3% | $10,885-95.4% |