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 | $63,525 | $70,756-10.2% | $65,493-3.0% | $142,382-55.4% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 14.31% | 1754.89%-1740.6pp | 982.45%-968.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,361 | $2,881-52.8% | $2,574-47.1% | $4,299-68.3% |
| Participant deferral / active EE | $3,129 | $4,637-32.5% | $3,961-21.0% | $6,507-51.9% |
| Admin fee / account holder | $62,137 | $6,559+847.3% | $5,028+1135.8% | $12,624+392.2% |