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 7-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 | $50,875 | $114,047-55.4% | $96,139-47.1% | $167,490-69.6% |
| Participation rate | 81.3% | 75.1%+6.2pp | 68.4%+12.8pp | 82.1%-0.9pp |
| Annual return | 11.57% | 189.88%-178.3pp | 191.94%-180.4pp | 478.56%-467.0pp |
| Employer contribution / active EE | $3,693 | $3,427+7.8% | $2,797+32.0% | $4,837-23.7% |
| Participant deferral / active EE | $4,597 | $5,194-11.5% | $4,349+5.7% | $6,341-27.5% |
| Admin fee / account holder | $406 | $6,897-94.1% | $5,537-92.7% | $12,309-96.7% |