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 | $64,243 | $149,040-56.9% | $120,225-46.6% | $137,256-53.2% |
| Participation rate | 77.8% | 75.4%+2.4pp | 69.6%+8.2pp | 80.0%-2.2pp |
| Annual return | 14.94% | 605.68%-590.7pp | 439.23%-424.3pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,095 | $4,350-51.8% | $3,475-39.7% | $4,156-49.6% |
| Participant deferral / active EE | $4,364 | $4,655-6.2% | $3,999+9.1% | $6,407-31.9% |
| Admin fee / account holder | $387 | $6,348-93.9% | $5,696-93.2% | $12,270-96.8% |