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 | $41,722 | $90,397-53.8% | $76,002-45.1% | $145,959-71.4% |
| Participation rate | 71.4% | 74.5%-3.1pp | 69.1%+2.3pp | 80.3%-8.9pp |
| Annual return | 12.15% | 621.97%-609.8pp | 360.07%-347.9pp | 561.95%-549.8pp |
| Employer contribution / active EE | $4,876 | $3,317+47.0% | $2,688+81.4% | $4,661+4.6% |
| Participant deferral / active EE | $6,544 | $5,163+26.7% | $4,257+53.7% | $6,689-2.2% |
| Admin fee / account holder | $16,160 | $8,369+93.1% | $6,414+152.0% | $13,398+20.6% |