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 | $53,014 | $68,097-22.2% | $62,929-15.8% | $137,256-61.4% |
| Participation rate | 77.3% | 77.4%-0.2pp | 73.1%+4.2pp | 80.0%-2.7pp |
| Annual return | 14.35% | 1859.11%-1844.8pp | 1063.93%-1049.6pp | 220.34%-206.0pp |
| Employer contribution / active EE | $3,406 | $2,811+21.2% | $2,505+36.0% | $4,156-18.0% |
| Participant deferral / active EE | $7,241 | $4,553+59.1% | $3,888+86.2% | $6,407+13.0% |
| Admin fee / account holder | $4,217 | $6,521-35.3% | $5,065-16.7% | $12,270-65.6% |