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 5-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 | $49,946 | $126,574-60.5% | $106,213-53.0% | $145,922-65.8% |
| Participation rate | 90.0% | 77.6%+12.4pp | 75.3%+14.7pp | 80.3%+9.7pp |
| Annual return | 14.44% | 224.79%-210.3pp | 116.14%-101.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,165 | $3,730-42.0% | $3,171-31.7% | $4,660-53.5% |
| Participant deferral / active EE | $6,963 | $5,724+21.7% | $5,016+38.8% | $6,688+4.1% |
| Admin fee / account holder | $8,434 | $17,304-51.3% | $11,033-23.6% | $13,397-37.0% |