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 | $12,289 | $114,047-89.2% | $96,139-87.2% | $167,490-92.7% |
| Participation rate | 71.4% | 75.1%-3.6pp | 68.4%+3.0pp | 82.1%-10.7pp |
| Annual return | 8.62% | 189.88%-181.3pp | 191.94%-183.3pp | 478.56%-469.9pp |
| Employer contribution / active EE | $4,049 | $3,427+18.2% | $2,797+44.8% | $4,837-16.3% |
| Participant deferral / active EE | $1,976 | $5,194-61.9% | $4,349-54.6% | $6,341-68.8% |
| Admin fee / account holder | $317 | $6,897-95.4% | $5,537-94.3% | $12,309-97.4% |