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 | $71,282 | $88,751-19.7% | $81,812-12.9% | $145,922-51.2% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.3%+19.3pp | 80.3%+11.4pp |
| Annual return | 13.92% | 1025.40%-1011.5pp | 773.79%-759.9pp | 561.29%-547.4pp |
| Employer contribution / active EE | $2,015 | $3,083-34.6% | $2,912-30.8% | $4,660-56.8% |
| Participant deferral / active EE | $2,258 | $4,643-51.4% | $4,319-47.7% | $6,688-66.2% |
| Admin fee / account holder | $4,637 | $8,415-44.9% | $7,386-37.2% | $13,397-65.4% |