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 | $29,598 | $88,751-66.7% | $81,812-63.8% | $145,922-79.7% |
| Participation rate | 78.6% | 75.0%+3.5pp | 72.3%+6.2pp | 80.3%-1.7pp |
| Annual return | 11.61% | 1025.40%-1013.8pp | 773.79%-762.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $3,016 | $3,083-2.2% | $2,912+3.6% | $4,660-35.3% |
| Participant deferral / active EE | $5,301 | $4,643+14.2% | $4,319+22.7% | $6,688-20.7% |
| Admin fee / account holder | $2,965 | $8,415-64.8% | $7,386-59.9% | $13,397-77.9% |