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 | $71,169 | $88,751-19.8% | $81,812-13.0% | $145,922-51.2% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 13.65% | 1025.40%-1011.8pp | 773.79%-760.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $3,133 | $3,083+1.6% | $2,912+7.6% | $4,660-32.8% |
| Participant deferral / active EE | $6,354 | $4,643+36.8% | $4,319+47.1% | $6,688-5.0% |
| Admin fee / account holder | $1,177 | $8,415-86.0% | $7,386-84.1% | $13,397-91.2% |