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 | $20,304 | $96,635-79.0% | $86,612-76.6% | $139,434-85.4% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 16.28% | 106.41%-90.1pp | 591.07%-574.8pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,891 | $3,263-11.4% | $3,022-4.3% | $4,751-39.1% |
| Participant deferral / active EE | $7,703 | $4,836+59.3% | $4,438+73.6% | $6,710+14.8% |
| Admin fee / account holder | $21,856 | $6,408+241.1% | $5,614+289.3% | $11,403+91.7% |