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 7-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 | $10,481 | $88,751-88.2% | $81,812-87.2% | $145,922-92.8% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 11.55% | 1025.40%-1013.8pp | 773.79%-762.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,092 | $3,083-64.6% | $2,912-62.5% | $4,660-76.6% |
| Participant deferral / active EE | $1,729 | $4,643-62.8% | $4,319-60.0% | $6,688-74.2% |
| Admin fee / account holder | $1,579 | $8,415-81.2% | $7,386-78.6% | $13,397-88.2% |