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 | $67,701 | $88,751-23.7% | $81,812-17.2% | $145,922-53.6% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.3%-0.9pp | 80.3%-8.8pp |
| Annual return | 11.20% | 1025.40%-1014.2pp | 773.79%-762.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $5,924 | $3,083+92.1% | $2,912+103.4% | $4,660+27.1% |
| Participant deferral / active EE | $5,924 | $4,643+27.6% | $4,319+37.2% | $6,688-11.4% |
| Admin fee / account holder | $8,994 | $8,415+6.9% | $7,386+21.8% | $13,397-32.9% |