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 | $30,707 | $88,751-65.4% | $81,812-62.5% | $145,922-79.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 12.39% | 1025.40%-1013.0pp | 773.79%-761.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $1,936 | $3,083-37.2% | $2,912-33.5% | $4,660-58.4% |
| Participant deferral / active EE | $2,557 | $4,643-44.9% | $4,319-40.8% | $6,688-61.8% |
| Admin fee / account holder | $10,329 | $8,415+22.7% | $7,386+39.8% | $13,397-22.9% |