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 | $36,624 | $56,484-35.2% | $169,463-78.4% | $64,186-42.9% |
| Participation rate | 91.4% | 64.5%+26.9pp | 77.8%+13.6pp | 69.6%+21.9pp |
| Annual return | 473.36% | -1.55%+474.9pp | 1.83%+471.5pp | 7.63%+465.7pp |
| Employer contribution / active EE | $3,908 | $1,832+113.3% | $4,159-6.0% | $2,381+64.1% |
| Participant deferral / active EE | $8,247 | $3,448+139.2% | $5,277+56.3% | $3,470+137.7% |
| Admin fee / account holder | $5,041 | $4,174+20.8% | $9,109-44.7% | $4,888+3.1% |