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 | $65,855 | $88,751-25.8% | $81,812-19.5% | $145,922-54.9% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.3%+21.0pp | 80.3%+13.1pp |
| Annual return | 9.55% | 1025.40%-1015.8pp | 773.79%-764.2pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,333 | $3,083-56.8% | $2,912-54.2% | $4,660-71.4% |
| Participant deferral / active EE | $2,741 | $4,643-41.0% | $4,319-36.5% | $6,688-59.0% |
| Admin fee / account holder | $2,470 | $8,415-70.7% | $7,386-66.6% | $13,397-81.6% |