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 | $35,191 | $99,079-64.5% | $77,999-54.9% | $273,961-87.2% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.5%+10.2pp | 83.0%+2.7pp |
| Annual return | 27.94% | 217.93%-190.0pp | 425.96%-398.0pp | 41.45%-13.5pp |
| Employer contribution / active EE | $10,844 | $3,308+227.8% | $2,470+339.0% | $4,869+122.7% |
| Participant deferral / active EE | $3,968 | $4,306-7.9% | $3,497+13.5% | $5,287-25.0% |
| Admin fee / account holder | $886 | $8,954-90.1% | $5,480-83.8% | $10,132-91.3% |