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 | $33,566 | $102,382-67.2% | $147,005-77.2% | $80,874-58.5% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 41.84% | 134.89%-93.0pp | 418.76%-376.9pp | 35.62%+6.2pp |
| Employer contribution / active EE | $3,675 | $3,715-1.1% | $4,934-25.5% | $2,756+33.4% |
| Participant deferral / active EE | $7,896 | $6,646+18.8% | $8,070-2.1% | $4,297+83.8% |
| Admin fee / account holder | $10,746 | $7,942+35.3% | $13,006-17.4% | $6,935+54.9% |