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 | $41,904 | $102,616-59.2% | $81,983-48.9% | $158,922-73.6% |
| Participation rate | 94.7% | 75.5%+19.2pp | 69.2%+25.5pp | 82.0%+12.8pp |
| Annual return | 10.27% | 61.04%-50.8pp | 41.31%-31.0pp | 302.83%-292.6pp |
| Employer contribution / active EE | $5,387 | $3,240+66.3% | $2,498+115.7% | $4,761+13.1% |
| Participant deferral / active EE | $7,099 | $4,648+52.7% | $3,722+90.7% | $5,982+18.7% |
| Admin fee / account holder | $10,635 | $8,235+29.1% | $5,664+87.8% | $11,246-5.4% |