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 | $42,900 | $88,751-51.7% | $81,812-47.6% | $145,922-70.6% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.3%+21.0pp | 80.3%+13.1pp |
| Annual return | 23.67% | 1025.40%-1001.7pp | 773.79%-750.1pp | 561.29%-537.6pp |
| Employer contribution / active EE | $2,230 | $3,083-27.7% | $2,912-23.4% | $4,660-52.1% |
| Participant deferral / active EE | $4,765 | $4,643+2.6% | $4,319+10.3% | $6,688-28.8% |
| Admin fee / account holder | $3,890 | $8,415-53.8% | $7,386-47.3% | $13,397-71.0% |