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 | $50,959 | $96,635-47.3% | $86,612-41.2% | $139,434-63.5% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 15.06% | 106.41%-91.4pp | 591.07%-576.0pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,595 | $3,263-20.5% | $3,022-14.1% | $4,751-45.4% |
| Participant deferral / active EE | $4,567 | $4,836-5.6% | $4,438+2.9% | $6,710-31.9% |
| Admin fee / account holder | $2,543 | $6,408-60.3% | $5,614-54.7% | $11,403-77.7% |