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 | $72,977 | $152,587-52.2% | $125,175-41.7% | $152,861-52.3% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 23.28% | 54.84%-31.6pp | 43.79%-20.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $12,016 | $4,946+142.9% | $3,865+210.9% | $4,762+152.3% |
| Participant deferral / active EE | $5,857 | $5,868-0.2% | $4,937+18.6% | $5,850+0.1% |
| Admin fee / account holder | $527 | $13,434-96.1% | $9,702-94.6% | $11,596-95.5% |