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 | $22,253 | $108,919-79.6% | $100,391-77.8% | $145,922-84.7% |
| Participation rate | 94.1% | 82.9%+11.2pp | 81.5%+12.6pp | 80.3%+13.8pp |
| Annual return | 19.43% | 57.88%-38.5pp | 49.20%-29.8pp | 561.29%-541.9pp |
| Employer contribution / active EE | $5,664 | $4,419+28.2% | $3,942+43.7% | $4,660+21.6% |
| Participant deferral / active EE | $6,705 | $8,445-20.6% | $8,082-17.0% | $6,688+0.3% |
| Admin fee / account holder | $1,251 | $9,689-87.1% | $7,899-84.2% | $13,397-90.7% |