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 | $72,040 | $88,751-18.8% | $81,812-11.9% | $145,922-50.6% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 11.34% | 1025.40%-1014.1pp | 773.79%-762.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,641 | $3,083-46.8% | $2,912-43.6% | $4,660-64.8% |
| Participant deferral / active EE | $3,051 | $4,643-34.3% | $4,319-29.3% | $6,688-54.4% |
| Admin fee / account holder | $3,422 | $8,415-59.3% | $7,386-53.7% | $13,397-74.5% |