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 | $54,087 | $129,217-58.1% | $93,406-42.1% | $158,922-66.0% |
| Participation rate | 77.8% | 71.0%+6.8pp | 66.8%+11.0pp | 82.0%-4.2pp |
| Annual return | 20.70% | 118.21%-97.5pp | 78.05%-57.4pp | 302.83%-282.1pp |
| Employer contribution / active EE | $6,070 | $2,711+123.9% | $2,075+192.5% | $4,761+27.5% |
| Participant deferral / active EE | $4,459 | $3,909+14.1% | $3,126+42.6% | $5,982-25.5% |
| Admin fee / account holder | $631 | $7,383-91.5% | $5,230-87.9% | $11,246-94.4% |