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 | $60,066 | $88,751-32.3% | $81,812-26.6% | $145,922-58.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.44% | 1025.40%-1015.0pp | 773.79%-763.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $3,018 | $3,083-2.1% | $2,912+3.6% | $4,660-35.2% |
| Participant deferral / active EE | $2,470 | $4,643-46.8% | $4,319-42.8% | $6,688-63.1% |
| Admin fee / account holder | $1,450 | $8,415-82.8% | $7,386-80.4% | $13,397-89.2% |