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 | $41,109 | $102,966-60.1% | $90,281-54.5% | $152,861-73.1% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 23.95% | 95.16%-71.2pp | 78.10%-54.1pp | 345.32%-321.4pp |
| Employer contribution / active EE | $3,726 | $3,139+18.7% | $2,854+30.5% | $4,762-21.8% |
| Participant deferral / active EE | $9,727 | $4,281+127.2% | $3,885+150.3% | $5,850+66.3% |
| Admin fee / account holder | $10,023 | $6,171+62.4% | $5,351+87.3% | $11,596-13.6% |