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 5-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 | $28,117 | $96,635-70.9% | $86,612-67.5% | $139,434-79.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 22.95% | 106.41%-83.5pp | 591.07%-568.1pp | 372.94%-350.0pp |
| Employer contribution / active EE | $2,540 | $3,263-22.2% | $3,022-16.0% | $4,751-46.5% |
| Participant deferral / active EE | $7,469 | $4,836+54.5% | $4,438+68.3% | $6,710+11.3% |
| Admin fee / account holder | $1,894 | $6,408-70.4% | $5,614-66.3% | $11,403-83.4% |