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 | $63,043 | $106,890-41.0% | $84,015-25.0% | $152,861-58.8% |
| Participation rate | 90.9% | 75.2%+15.7pp | 69.0%+21.9pp | 82.4%+8.5pp |
| Annual return | 28.74% | 104.99%-76.2pp | 71.31%-42.6pp | 345.32%-316.6pp |
| Employer contribution / active EE | $3,307 | $2,734+21.0% | $1,983+66.8% | $4,762-30.5% |
| Participant deferral / active EE | $7,794 | $4,011+94.3% | $3,239+140.6% | $5,850+33.2% |
| Admin fee / account holder | $2,733 | $8,285-67.0% | $6,101-55.2% | $11,596-76.4% |