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 | $140,747 | $115,770+21.6% | $101,248+39.0% | $158,922-11.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 9.10% | 56.14%-47.0pp | 46.47%-37.4pp | 302.83%-293.7pp |
| Employer contribution / active EE | $3,493 | $4,175-16.3% | $3,660-4.6% | $4,761-26.6% |
| Participant deferral / active EE | $14,404 | $4,957+190.6% | $4,370+229.6% | $5,982+140.8% |
| Admin fee / account holder | $4,530 | $7,245-37.5% | $5,945-23.8% | $11,246-59.7% |