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 | $38,095 | $115,770-67.1% | $101,248-62.4% | $158,922-76.0% |
| Participation rate | 94.7% | 79.4%+15.4pp | 75.8%+18.9pp | 82.0%+12.8pp |
| Annual return | 15.34% | 56.14%-40.8pp | 46.47%-31.1pp | 302.83%-287.5pp |
| Employer contribution / active EE | $5,890 | $4,175+41.1% | $3,660+60.9% | $4,761+23.7% |
| Participant deferral / active EE | $4,257 | $4,957-14.1% | $4,370-2.6% | $5,982-28.8% |
| Admin fee / account holder | $451 | $7,245-93.8% | $5,945-92.4% | $11,246-96.0% |