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 | $34,596 | $104,486-66.9% | $76,817-55.0% | $152,861-77.4% |
| Participation rate | 87.5% | 76.6%+10.9pp | 72.1%+15.4pp | 82.4%+5.1pp |
| Annual return | 25.99% | 1013.37%-987.4pp | 1166.11%-1140.1pp | 345.32%-319.3pp |
| Employer contribution / active EE | $2,960 | $3,116-5.0% | $2,302+28.6% | $4,762-37.8% |
| Participant deferral / active EE | $2,586 | $4,236-38.9% | $3,336-22.5% | $5,850-55.8% |
| Admin fee / account holder | $7,133 | $12,275-41.9% | $6,420+11.1% | $11,596-38.5% |