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 | $39,657 | $107,334-63.1% | $92,893-57.3% | $152,861-74.1% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 24.56% | 145.58%-121.0pp | 109.41%-84.9pp | 345.32%-320.8pp |
| Employer contribution / active EE | $9,239 | $4,221+118.9% | $3,653+152.9% | $4,762+94.0% |
| Participant deferral / active EE | $4,208 | $4,845-13.1% | $4,236-0.7% | $5,850-28.1% |
| Admin fee / account holder | $1,633 | $7,079-76.9% | $5,794-71.8% | $11,596-85.9% |