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 | $59,981 | $88,751-32.4% | $81,812-26.7% | $145,922-58.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 12.10% | 1025.40%-1013.3pp | 773.79%-761.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,200 | $3,083-61.1% | $2,912-58.8% | $4,660-74.2% |
| Participant deferral / active EE | $3,960 | $4,643-14.7% | $4,319-8.3% | $6,688-40.8% |
| Admin fee / account holder | $2,832 | $8,415-66.3% | $7,386-61.7% | $13,397-78.9% |