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 | $41,476 | $65,561-36.7% | $86,188-51.9% | $75,163-44.8% |
| Participation rate | 97.8% | 60.5%+37.3pp | 69.0%+28.9pp | 67.2%+30.6pp |
| Annual return | 14.61% | 46.05%-31.4pp | 1168.45%-1153.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,339 | $1,553-13.7% | $2,380-43.7% | $2,670-49.8% |
| Participant deferral / active EE | $2,473 | $3,024-18.2% | $3,985-38.0% | $4,125-40.1% |
| Admin fee / account holder | $745 | $5,474-86.4% | $6,852-89.1% | $5,651-86.8% |