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 8-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 | $49,502 | $88,751-44.2% | $81,812-39.5% | $145,922-66.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 16.64% | 1025.40%-1008.8pp | 773.79%-757.2pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,082 | $3,083-64.9% | $2,912-62.8% | $4,660-76.8% |
| Participant deferral / active EE | $3,528 | $4,643-24.0% | $4,319-18.3% | $6,688-47.2% |
| Admin fee / account holder | $761 | $8,415-91.0% | $7,386-89.7% | $13,397-94.3% |