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 | $20,396 | $90,348-77.4% | $75,972-73.2% | $145,922-86.0% |
| Participation rate | 85.7% | 74.5%+11.3pp | 69.1%+16.7pp | 80.3%+5.4pp |
| Annual return | 14.50% | 620.88%-606.4pp | 359.55%-345.0pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,838 | $3,311+15.9% | $2,685+43.0% | $4,660-17.6% |
| Participant deferral / active EE | $5,868 | $5,162+13.7% | $4,255+37.9% | $6,688-12.3% |
| Admin fee / account holder | $2,760 | $8,467-67.4% | $6,467-57.3% | $13,397-79.4% |