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 3-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 | $19,127 | $111,724-82.9% | $93,606-79.6% | $145,922-86.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 21.01% | 202.98%-182.0pp | 133.20%-112.2pp | 561.29%-540.3pp |
| Employer contribution / active EE | $2,901 | $3,090-6.1% | $2,420+19.9% | $4,660-37.8% |
| Participant deferral / active EE | $5,650 | $4,912+15.0% | $4,411+28.1% | $6,688-15.5% |
| Admin fee / account holder | $12,512 | $10,250+22.1% | $8,285+51.0% | $13,397-6.6% |