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 | $48,679 | $88,751-45.2% | $81,812-40.5% | $145,922-66.6% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 11.89% | 1025.40%-1013.5pp | 773.79%-761.9pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,178 | $3,083-29.4% | $2,912-25.2% | $4,660-53.3% |
| Participant deferral / active EE | $3,462 | $4,643-25.4% | $4,319-19.8% | $6,688-48.2% |
| Admin fee / account holder | $2,473 | $8,415-70.6% | $7,386-66.5% | $13,397-81.5% |