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 | $60,807 | $88,751-31.5% | $81,812-25.7% | $145,922-58.3% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.3%+21.4pp | 80.3%+13.5pp |
| Annual return | 15.22% | 1025.40%-1010.2pp | 773.79%-758.6pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,980 | $3,083+29.1% | $2,912+36.7% | $4,660-14.6% |
| Participant deferral / active EE | $6,555 | $4,643+41.2% | $4,319+51.8% | $6,688-2.0% |
| Admin fee / account holder | $2,150 | $8,415-74.5% | $7,386-70.9% | $13,397-84.0% |