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 | $133,481 | $88,751+50.4% | $81,812+63.2% | $145,922-8.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 12.81% | 1025.40%-1012.6pp | 773.79%-761.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,366 | $3,083-23.3% | $2,912-18.8% | $4,660-49.2% |
| Participant deferral / active EE | $5,076 | $4,643+9.3% | $4,319+17.5% | $6,688-24.1% |
| Admin fee / account holder | $2,347 | $8,415-72.1% | $7,386-68.2% | $13,397-82.5% |