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 | $30,822 | $104,907-70.6% | $84,611-63.6% | $152,861-79.8% |
| Participation rate | 93.8% | 74.8%+18.9pp | 68.2%+25.5pp | 82.4%+11.3pp |
| Annual return | 21.55% | 373.79%-352.2pp | 258.74%-237.2pp | 345.32%-323.8pp |
| Employer contribution / active EE | $3,295 | $3,302-0.2% | $2,652+24.2% | $4,762-30.8% |
| Participant deferral / active EE | $5,357 | $4,688+14.3% | $3,899+37.4% | $5,850-8.4% |
| Admin fee / account holder | $10,680 | $6,241+71.1% | $4,912+117.4% | $11,596-7.9% |