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 | $26,265 | $63,346-58.5% | $92,233-71.5% | $70,131-62.5% |
| Participation rate | 94.9% | 68.7%+26.2pp | 76.5%+18.4pp | 69.5%+25.4pp |
| Annual return | 49.52% | 530.12%-480.6pp | 176.28%-126.8pp | 73.14%-23.6pp |
| Employer contribution / active EE | $2,336 | $2,471-5.5% | $3,679-36.5% | $2,342-0.3% |
| Participant deferral / active EE | $3,518 | $2,854+23.3% | $3,897-9.7% | $3,332+5.6% |
| Admin fee / account holder | $322 | $3,840-91.6% | $5,194-93.8% | $4,645-93.1% |