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 | $71,761 | $101,317-29.2% | $146,958-51.2% | $74,495-3.7% |
| Participation rate | 80.5% | 75.5%+5.0pp | 82.2%-1.6pp | 67.2%+13.3pp |
| Annual return | 13.33% | 8730.91%-8717.6pp | 418.34%-405.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $2,916 | $3,810-23.5% | $4,933-40.9% | $2,623+11.2% |
| Participant deferral / active EE | $7,632 | $7,303+4.5% | $8,070-5.4% | $4,346+75.6% |
| Admin fee / account holder | $2,804 | $1,739+61.3% | $12,998-78.4% | $1,942+44.4% |