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 | $41,729 | $76,738-45.6% | $56,411-26.0% | $145,922-71.4% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 10.24% | 2994.23%-2984.0pp | 1701.33%-1691.1pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,210 | $1,380-12.3% | $1,039+16.5% | $4,660-74.0% |
| Participant deferral / active EE | $4,626 | $2,623+76.4% | $1,952+137.0% | $6,688-30.8% |
| Admin fee / account holder | $7,631 | $3,334+128.9% | $2,829+169.8% | $13,397-43.0% |