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 | $74,469 | $88,751-16.1% | $81,812-9.0% | $145,922-49.0% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 12.94% | 1025.40%-1012.5pp | 773.79%-760.8pp | 561.29%-548.3pp |
| Employer contribution / active EE | $2,129 | $3,083-30.9% | $2,912-26.9% | $4,660-54.3% |
| Participant deferral / active EE | $7,622 | $4,643+64.2% | $4,319+76.5% | $6,688+14.0% |
| Admin fee / account holder | $4,111 | $8,415-51.2% | $7,386-44.3% | $13,397-69.3% |