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 | $40,566 | $121,625-66.6% | $104,607-61.2% | $158,922-74.5% |
| Participation rate | 92.9% | 77.5%+15.3pp | 74.1%+18.8pp | 82.0%+10.9pp |
| Annual return | 15.48% | 465.26%-449.8pp | 340.46%-325.0pp | 302.83%-287.3pp |
| Employer contribution / active EE | $3,007 | $3,163-4.9% | $2,681+12.2% | $4,761-36.8% |
| Participant deferral / active EE | $8,237 | $4,177+97.2% | $3,740+120.3% | $5,982+37.7% |
| Admin fee / account holder | $15,500 | $7,787+99.1% | $6,473+139.4% | $11,246+37.8% |