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 | $63,783 | $102,966-38.1% | $90,281-29.4% | $152,861-58.3% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 22.34% | 95.16%-72.8pp | 78.10%-55.8pp | 345.32%-323.0pp |
| Employer contribution / active EE | $3,075 | $3,139-2.0% | $2,854+7.7% | $4,762-35.4% |
| Participant deferral / active EE | $4,484 | $4,281+4.7% | $3,885+15.4% | $5,850-23.4% |
| Admin fee / account holder | $831 | $6,171-86.5% | $5,351-84.5% | $11,596-92.8% |