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 | $37,329 | $88,751-57.9% | $81,812-54.4% | $145,922-74.4% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 9.71% | 1025.40%-1015.7pp | 773.79%-764.1pp | 561.29%-551.6pp |
| Employer contribution / active EE | $3,003 | $3,083-2.6% | $2,912+3.1% | $4,660-35.5% |
| Participant deferral / active EE | $4,162 | $4,643-10.4% | $4,319-3.6% | $6,688-37.8% |
| Admin fee / account holder | $22,004 | $8,415+161.5% | $7,386+197.9% | $13,397+64.2% |