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 | $23,242 | $88,751-73.8% | $81,812-71.6% | $145,922-84.1% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 11.57% | 1025.40%-1013.8pp | 773.79%-762.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,549 | $3,083-49.8% | $2,912-46.8% | $4,660-66.8% |
| Participant deferral / active EE | $4,979 | $4,643+7.2% | $4,319+15.3% | $6,688-25.5% |
| Admin fee / account holder | $2,412 | $8,415-71.3% | $7,386-67.3% | $13,397-82.0% |