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 9-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 | $33,764 | $88,751-62.0% | $81,812-58.7% | $145,922-76.9% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.3%+0.4pp | 80.3%-7.5pp |
| Annual return | 10.39% | 1025.40%-1015.0pp | 773.79%-763.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,803 | $3,083-41.5% | $2,912-38.1% | $4,660-61.3% |
| Participant deferral / active EE | $2,456 | $4,643-47.1% | $4,319-43.1% | $6,688-63.3% |
| Admin fee / account holder | $5,060 | $8,415-39.9% | $7,386-31.5% | $13,397-62.2% |