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 | $40,322 | $88,751-54.6% | $81,812-50.7% | $145,922-72.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 11.34% | 1025.40%-1014.1pp | 773.79%-762.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $4,191 | $3,083+35.9% | $2,912+43.9% | $4,660-10.1% |
| Participant deferral / active EE | $12,310 | $4,643+165.1% | $4,319+185.0% | $6,688+84.1% |
| Admin fee / account holder | $574 | $8,415-93.2% | $7,386-92.2% | $13,397-95.7% |