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 | $46,682 | $88,751-47.4% | $81,812-42.9% | $145,922-68.0% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 13.36% | 1025.40%-1012.0pp | 773.79%-760.4pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,589 | $3,083-16.0% | $2,912-11.1% | $4,660-44.4% |
| Participant deferral / active EE | $12,355 | $4,643+166.1% | $4,319+186.1% | $6,688+84.7% |
| Admin fee / account holder | $12,584 | $8,415+49.5% | $7,386+70.4% | $13,397-6.1% |