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 | $73,021 | $99,877-26.9% | $84,966-14.1% | $145,922-50.0% |
| Participation rate | 70.6% | 74.1%-3.5pp | 67.5%+3.1pp | 80.3%-9.7pp |
| Annual return | 9.03% | 83.76%-74.7pp | 66.38%-57.4pp | 561.29%-552.3pp |
| Employer contribution / active EE | $6,918 | $3,231+114.1% | $2,727+153.7% | $4,660+48.5% |
| Participant deferral / active EE | $3,695 | $5,291-30.2% | $4,519-18.3% | $6,688-44.8% |
| Admin fee / account holder | $2,037 | $7,248-71.9% | $6,149-66.9% | $13,397-84.8% |