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 | $59,227 | $68,346-13.3% | $94,646-37.4% | $75,163-21.2% |
| Participation rate | 86.7% | 76.1%+10.6pp | 80.8%+5.8pp | 67.2%+19.5pp |
| Annual return | 20.51% | 616.93%-596.4pp | 156.71%-136.2pp | 160.62%-140.1pp |
| Employer contribution / active EE | $2,508 | $2,701-7.1% | $3,672-31.7% | $2,670-6.1% |
| Participant deferral / active EE | $5,831 | $6,537-10.8% | $7,418-21.4% | $4,125+41.4% |
| Admin fee / account holder | $603 | $5,326-88.7% | $7,231-91.7% | $5,651-89.3% |