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 | $21,978 | $88,751-75.2% | $81,812-73.1% | $145,922-84.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 13.18% | 1025.40%-1012.2pp | 773.79%-760.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,332 | $3,083-56.8% | $2,912-54.3% | $4,660-71.4% |
| Participant deferral / active EE | $1,332 | $4,643-71.3% | $4,319-69.2% | $6,688-80.1% |
| Admin fee / account holder | $10,218 | $8,415+21.4% | $7,386+38.3% | $13,397-23.7% |