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 4-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 | $96,137 | $111,724-14.0% | $93,606+2.7% | $145,922-34.1% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.8pp |
| Annual return | 20.39% | 202.98%-182.6pp | 133.20%-112.8pp | 561.29%-540.9pp |
| Employer contribution / active EE | $2,182 | $3,090-29.4% | $2,420-9.8% | $4,660-53.2% |
| Participant deferral / active EE | $12,871 | $4,912+162.0% | $4,411+191.8% | $6,688+92.5% |
| Admin fee / account holder | $422 | $10,250-95.9% | $8,285-94.9% | $13,397-96.8% |