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 | $46,771 | $88,751-47.3% | $81,812-42.8% | $145,922-67.9% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.3%+22.1pp | 80.3%+14.2pp |
| Annual return | 11.35% | 1025.40%-1014.1pp | 773.79%-762.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $2,166 | $3,083-29.7% | $2,912-25.6% | $4,660-53.5% |
| Participant deferral / active EE | $3,896 | $4,643-16.1% | $4,319-9.8% | $6,688-41.7% |
| Admin fee / account holder | $1,144 | $8,415-86.4% | $7,386-84.5% | $13,397-91.5% |