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 | $69,604 | $88,751-21.6% | $81,812-14.9% | $145,922-52.3% |
| Participation rate | 86.4% | 75.0%+11.3pp | 72.3%+14.0pp | 80.3%+6.1pp |
| Annual return | 20.95% | 1025.40%-1004.4pp | 773.79%-752.8pp | 561.29%-540.3pp |
| Employer contribution / active EE | $3,765 | $3,083+22.1% | $2,912+29.3% | $4,660-19.2% |
| Participant deferral / active EE | $4,154 | $4,643-10.5% | $4,319-3.8% | $6,688-37.9% |
| Admin fee / account holder | $20,656 | $8,415+145.5% | $7,386+179.7% | $13,397+54.2% |