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 | $55,666 | $96,305-42.2% | $80,569-30.9% | $139,434-60.1% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 25.54% | 1350.08%-1324.5pp | 935.43%-909.9pp | 372.94%-347.4pp |
| Employer contribution / active EE | $3,100 | $3,262-5.0% | $2,723+13.8% | $4,751-34.7% |
| Participant deferral / active EE | $9,413 | $5,232+79.9% | $4,447+111.6% | $6,710+40.3% |
| Admin fee / account holder | $756 | $6,599-88.5% | $5,377-85.9% | $11,403-93.4% |