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 | $24,185 | $70,756-65.8% | $65,493-63.1% | $142,382-83.0% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 15.69% | 1754.89%-1739.2pp | 982.45%-966.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,971 | $2,881-31.6% | $2,574-23.4% | $4,299-54.2% |
| Participant deferral / active EE | $7,802 | $4,637+68.2% | $3,961+97.0% | $6,507+19.9% |
| Admin fee / account holder | $5,786 | $6,559-11.8% | $5,028+15.1% | $12,624-54.2% |