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 | $77,770 | $88,751-12.4% | $81,812-4.9% | $145,922-46.7% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.3%+20.5pp | 80.3%+12.6pp |
| Annual return | 10.68% | 1025.40%-1014.7pp | 773.79%-763.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,939 | $3,083-37.1% | $2,912-33.4% | $4,660-58.4% |
| Participant deferral / active EE | $5,641 | $4,643+21.5% | $4,319+30.6% | $6,688-15.6% |
| Admin fee / account holder | $4,269 | $8,415-49.3% | $7,386-42.2% | $13,397-68.1% |