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 | $55,447 | $115,770-52.1% | $101,248-45.2% | $158,922-65.1% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 41.61% | 56.14%-14.5pp | 46.47%-4.9pp | 302.83%-261.2pp |
| Employer contribution / active EE | $1,695 | $4,175-59.4% | $3,660-53.7% | $4,761-64.4% |
| Participant deferral / active EE | $3,542 | $4,957-28.5% | $4,370-18.9% | $5,982-40.8% |
| Admin fee / account holder | $1,181 | $7,245-83.7% | $5,945-80.1% | $11,246-89.5% |