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 7-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 | $42,344 | $88,751-52.3% | $81,812-48.2% | $145,922-71.0% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 12.69% | 1025.40%-1012.7pp | 773.79%-761.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $4,400 | $3,083+42.7% | $2,912+51.1% | $4,660-5.6% |
| Participant deferral / active EE | $4,710 | $4,643+1.4% | $4,319+9.1% | $6,688-29.6% |
| Admin fee / account holder | $5,202 | $8,415-38.2% | $7,386-29.6% | $13,397-61.2% |