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 | $94,920 | $88,751+7.0% | $81,812+16.0% | $145,922-35.0% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.3%+1.0pp | 80.3%-6.9pp |
| Annual return | 15.81% | 1025.40%-1009.6pp | 773.79%-758.0pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,835 | $3,083-40.5% | $2,912-37.0% | $4,660-60.6% |
| Participant deferral / active EE | $2,749 | $4,643-40.8% | $4,319-36.3% | $6,688-58.9% |
| Admin fee / account holder | $2,950 | $8,415-64.9% | $7,386-60.1% | $13,397-78.0% |