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 8-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 | $49,728 | $104,907-52.6% | $84,611-41.2% | $152,861-67.5% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 20.09% | 373.79%-353.7pp | 258.74%-238.7pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,407 | $3,302-57.4% | $2,652-47.0% | $4,762-70.5% |
| Participant deferral / active EE | $3,411 | $4,688-27.2% | $3,899-12.5% | $5,850-41.7% |
| Admin fee / account holder | $780 | $6,241-87.5% | $4,912-84.1% | $11,596-93.3% |