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 | $27,182 | $102,966-73.6% | $90,281-69.9% | $152,861-82.2% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 22.39% | 95.16%-72.8pp | 78.10%-55.7pp | 345.32%-322.9pp |
| Employer contribution / active EE | $3,119 | $3,139-0.6% | $2,854+9.3% | $4,762-34.5% |
| Participant deferral / active EE | $3,644 | $4,281-14.9% | $3,885-6.2% | $5,850-37.7% |
| Admin fee / account holder | $563 | $6,171-90.9% | $5,351-89.5% | $11,596-95.1% |