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 | $20,340 | $88,751-77.1% | $81,812-75.1% | $145,922-86.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.09% | 1025.40%-1012.3pp | 773.79%-760.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,154 | $3,083-30.1% | $2,912-26.0% | $4,660-53.8% |
| Participant deferral / active EE | $3,840 | $4,643-17.3% | $4,319-11.1% | $6,688-42.6% |
| Admin fee / account holder | $1,296 | $8,415-84.6% | $7,386-82.4% | $13,397-90.3% |