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 | $22,740 | $96,635-76.5% | $86,612-73.7% | $139,434-83.7% |
| Participation rate | 95.7% | 74.4%+21.3pp | 71.7%+24.0pp | 80.3%+15.3pp |
| Annual return | 15.91% | 106.41%-90.5pp | 591.07%-575.2pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,898 | $3,263-11.2% | $3,022-4.1% | $4,751-39.0% |
| Participant deferral / active EE | $2,472 | $4,836-48.9% | $4,438-44.3% | $6,710-63.2% |
| Admin fee / account holder | $5,344 | $6,408-16.6% | $5,614-4.8% | $11,403-53.1% |