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 | $37,037 | $118,849-68.8% | $96,562-61.6% | $167,490-77.9% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.8%+20.2pp | 82.1%+7.9pp |
| Annual return | 10.71% | 50.49%-39.8pp | 37.78%-27.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $2,936 | $3,120-5.9% | $2,356+24.6% | $4,837-39.3% |
| Participant deferral / active EE | $4,596 | $4,616-0.4% | $3,849+19.4% | $6,341-27.5% |
| Admin fee / account holder | $391 | $8,065-95.1% | $6,181-93.7% | $12,309-96.8% |