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 4-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 | $41,762 | $96,635-56.8% | $86,612-51.8% | $139,434-70.0% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 291.53% | 106.41%+185.1pp | 591.07%-299.5pp | 372.94%-81.4pp |
| Employer contribution / active EE | $3,111 | $3,263-4.7% | $3,022+2.9% | $4,751-34.5% |
| Participant deferral / active EE | $5,957 | $4,836+23.2% | $4,438+34.2% | $6,710-11.2% |
| Admin fee / account holder | $493 | $6,408-92.3% | $5,614-91.2% | $11,403-95.7% |