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 | $71,531 | $176,662-59.5% | $130,648-45.2% | $152,861-53.2% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.4%-7.4pp |
| Annual return | 29.25% | 2692.24%-2663.0pp | 1708.96%-1679.7pp | 345.32%-316.1pp |
| Employer contribution / active EE | $958 | $5,742-83.3% | $4,092-76.6% | $4,762-79.9% |
| Participant deferral / active EE | $10,622 | $4,361+143.5% | $3,603+194.8% | $5,850+81.6% |
| Admin fee / account holder | $660 | $7,133-90.8% | $5,464-87.9% | $11,596-94.3% |