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 | $31,088 | $88,751-65.0% | $81,812-62.0% | $145,922-78.7% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 10.84% | 1025.40%-1014.6pp | 773.79%-763.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $2,660 | $3,083-13.7% | $2,912-8.6% | $4,660-42.9% |
| Participant deferral / active EE | $2,660 | $4,643-42.7% | $4,319-38.4% | $6,688-60.2% |
| Admin fee / account holder | $419 | $8,415-95.0% | $7,386-94.3% | $13,397-96.9% |