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 | $41,296 | $96,635-57.3% | $86,612-52.3% | $139,434-70.4% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 16.71% | 106.41%-89.7pp | 591.07%-574.4pp | 372.94%-356.2pp |
| Employer contribution / active EE | $3,728 | $3,263+14.2% | $3,022+23.3% | $4,751-21.5% |
| Participant deferral / active EE | $6,466 | $4,836+33.7% | $4,438+45.7% | $6,710-3.6% |
| Admin fee / account holder | $516 | $6,408-91.9% | $5,614-90.8% | $11,403-95.5% |