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 | $26,290 | $115,770-77.3% | $101,248-74.0% | $158,922-83.5% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 22.64% | 56.14%-33.5pp | 46.47%-23.8pp | 302.83%-280.2pp |
| Employer contribution / active EE | $2,253 | $4,175-46.0% | $3,660-38.4% | $4,761-52.7% |
| Participant deferral / active EE | $9,814 | $4,957+98.0% | $4,370+124.6% | $5,982+64.1% |
| Admin fee / account holder | $8,466 | $7,245+16.9% | $5,945+42.4% | $11,246-24.7% |