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 | $35,409 | $99,079-64.3% | $77,999-54.6% | $273,961-87.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 9.74% | 217.93%-208.2pp | 425.96%-416.2pp | 41.45%-31.7pp |
| Employer contribution / active EE | $2,895 | $3,308-12.5% | $2,470+17.2% | $4,869-40.5% |
| Participant deferral / active EE | $8,647 | $4,306+100.8% | $3,497+147.3% | $5,287+63.5% |
| Admin fee / account holder | $3,303 | $8,954-63.1% | $5,480-39.7% | $10,132-67.4% |