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 | $59,222 | $78,422-24.5% | $95,952-38.3% | $79,858-25.8% |
| Participation rate | 97.8% | 73.5%+24.3pp | 77.1%+20.7pp | 69.6%+28.1pp |
| Annual return | 10.55% | 19.37%-8.8pp | 91.61%-81.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $7,191 | $1,945+269.7% | $2,541+183.0% | $2,471+191.0% |
| Participant deferral / active EE | $3,789 | $3,440+10.2% | $4,167-9.1% | $3,740+1.3% |
| Admin fee / account holder | $12,159 | $5,622+116.3% | $6,795+78.9% | $5,306+129.1% |