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 | $30,544 | $73,515-58.5% | $62,995-51.5% | $147,584-79.3% |
| Participation rate | 93.8% | 77.9%+15.9pp | 74.8%+18.9pp | 82.8%+10.9pp |
| Annual return | 14.05% | 175.43%-161.4pp | 87.57%-73.5pp | 578.55%-564.5pp |
| Employer contribution / active EE | $3,230 | $3,320-2.7% | $2,759+17.1% | $4,876-33.8% |
| Participant deferral / active EE | $5,139 | $4,185+22.8% | $3,329+54.3% | $5,439-5.5% |
| Admin fee / account holder | $1,236 | $5,953-79.2% | $3,600-65.7% | $10,885-88.6% |