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 | $62,265 | $88,751-29.8% | $81,812-23.9% | $145,922-57.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.10% | 1025.40%-1012.3pp | 773.79%-760.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $2,041 | $3,083-33.8% | $2,912-29.9% | $4,660-56.2% |
| Participant deferral / active EE | $2,661 | $4,643-42.7% | $4,319-38.4% | $6,688-60.2% |
| Admin fee / account holder | $2,241 | $8,415-73.4% | $7,386-69.7% | $13,397-83.3% |