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 | $39,611 | $114,047-65.3% | $96,139-58.8% | $167,490-76.4% |
| Participation rate | 92.3% | 75.1%+17.2pp | 68.4%+23.9pp | 82.1%+10.2pp |
| Annual return | 13.47% | 189.88%-176.4pp | 191.94%-178.5pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,686 | $3,427-50.8% | $2,797-39.7% | $4,837-65.1% |
| Participant deferral / active EE | $3,314 | $5,194-36.2% | $4,349-23.8% | $6,341-47.7% |
| Admin fee / account holder | $10,419 | $6,897+51.1% | $5,537+88.2% | $12,309-15.4% |