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 | $45,110 | $96,635-53.3% | $86,612-47.9% | $139,434-67.6% |
| Participation rate | 78.6% | 74.4%+4.2pp | 71.7%+6.9pp | 80.3%-1.7pp |
| Annual return | 18.20% | 106.41%-88.2pp | 591.07%-572.9pp | 372.94%-354.7pp |
| Employer contribution / active EE | $4,918 | $3,263+50.7% | $3,022+62.7% | $4,751+3.5% |
| Participant deferral / active EE | $5,953 | $4,836+23.1% | $4,438+34.1% | $6,710-11.3% |
| Admin fee / account holder | $6,038 | $6,408-5.8% | $5,614+7.5% | $11,403-47.1% |