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 | $64,907 | $88,751-26.9% | $81,812-20.7% | $145,922-55.5% |
| Participation rate | 76.5% | 75.0%+1.4pp | 72.3%+4.1pp | 80.3%-3.8pp |
| Annual return | 13.52% | 1025.40%-1011.9pp | 773.79%-760.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,471 | $3,083+12.6% | $2,912+19.2% | $4,660-25.5% |
| Participant deferral / active EE | $5,909 | $4,643+27.3% | $4,319+36.8% | $6,688-11.6% |
| Admin fee / account holder | $2,054 | $8,415-75.6% | $7,386-72.2% | $13,397-84.7% |