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 | $40,375 | $165,984-75.7% | $164,813-75.5% | $145,922-72.3% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 11.90% | 100.03%-88.1pp | 69.93%-58.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,037 | $5,273-61.4% | $4,341-53.1% | $4,660-56.3% |
| Participant deferral / active EE | $6,677 | $6,959-4.1% | $6,031+10.7% | $6,688-0.2% |
| Admin fee / account holder | $21,683 | $16,648+30.2% | $12,690+70.9% | $13,397+61.8% |