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 | $66,798 | $88,751-24.7% | $81,812-18.4% | $145,922-54.2% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 11.23% | 1025.40%-1014.2pp | 773.79%-762.6pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,331 | $3,083-24.4% | $2,912-20.0% | $4,660-50.0% |
| Participant deferral / active EE | $3,073 | $4,643-33.8% | $4,319-28.8% | $6,688-54.0% |
| Admin fee / account holder | $325 | $8,415-96.1% | $7,386-95.6% | $13,397-97.6% |