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 | $21,741 | $73,515-70.4% | $62,995-65.5% | $147,584-85.3% |
| Participation rate | 94.7% | 77.9%+16.9pp | 74.8%+19.9pp | 82.8%+11.9pp |
| Annual return | 21.01% | 175.43%-154.4pp | 87.57%-66.6pp | 578.55%-557.5pp |
| Employer contribution / active EE | $2,339 | $3,320-29.6% | $2,759-15.2% | $4,876-52.0% |
| Participant deferral / active EE | $4,128 | $4,185-1.4% | $3,329+24.0% | $5,439-24.1% |
| Admin fee / account holder | $1,590 | $5,953-73.3% | $3,600-55.8% | $10,885-85.4% |