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 | $69,488 | $88,751-21.7% | $81,812-15.1% | $145,922-52.4% |
| Participation rate | 77.3% | 75.0%+2.2pp | 72.3%+4.9pp | 80.3%-3.0pp |
| Annual return | 13.19% | 1025.40%-1012.2pp | 773.79%-760.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,850 | $3,083-40.0% | $2,912-36.5% | $4,660-60.3% |
| Participant deferral / active EE | $3,141 | $4,643-32.3% | $4,319-27.3% | $6,688-53.0% |
| Admin fee / account holder | $4,641 | $8,415-44.9% | $7,386-37.2% | $13,397-65.4% |