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 | $74,089 | $88,751-16.5% | $81,812-9.4% | $145,922-49.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.28% | 1025.40%-1015.1pp | 773.79%-763.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,719 | $3,083-44.2% | $2,912-41.0% | $4,660-63.1% |
| Participant deferral / active EE | $4,254 | $4,643-8.4% | $4,319-1.5% | $6,688-36.4% |
| Admin fee / account holder | $8,382 | $8,415-0.4% | $7,386+13.5% | $13,397-37.4% |