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 | $70,131 | $88,710-20.9% | $81,783-14.2% | $145,959-52.0% |
| Participation rate | 82.4% | 75.0%+7.3pp | 72.4%+10.0pp | 80.3%+2.1pp |
| Annual return | 11.79% | 1027.26%-1015.5pp | 775.05%-763.3pp | 561.95%-550.2pp |
| Employer contribution / active EE | $2,118 | $3,083-31.3% | $2,913-27.3% | $4,661-54.6% |
| Participant deferral / active EE | $6,816 | $4,645+46.8% | $4,320+57.8% | $6,689+1.9% |
| Admin fee / account holder | $3,180 | $8,407-62.2% | $7,380-56.9% | $13,398-76.3% |