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 | $50,702 | $88,751-42.9% | $81,812-38.0% | $145,922-65.3% |
| Participation rate | 82.4% | 75.0%+7.3pp | 72.3%+10.0pp | 80.3%+2.1pp |
| Annual return | 16.81% | 1025.40%-1008.6pp | 773.79%-757.0pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,534 | $3,083-17.8% | $2,912-13.0% | $4,660-45.6% |
| Participant deferral / active EE | $3,597 | $4,643-22.5% | $4,319-16.7% | $6,688-46.2% |
| Admin fee / account holder | $2,213 | $8,415-73.7% | $7,386-70.0% | $13,397-83.5% |