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 | $59,154 | $88,751-33.3% | $81,812-27.7% | $145,922-59.5% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 10.21% | 1025.40%-1015.2pp | 773.79%-763.6pp | 561.29%-551.1pp |
| Employer contribution / active EE | $3,185 | $3,083+3.3% | $2,912+9.4% | $4,660-31.7% |
| Participant deferral / active EE | $2,367 | $4,643-49.0% | $4,319-45.2% | $6,688-64.6% |
| Admin fee / account holder | $2,135 | $8,415-74.6% | $7,386-71.1% | $13,397-84.1% |