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 | $18,135 | $102,966-82.4% | $90,281-79.9% | $152,861-88.1% |
| Participation rate | 95.8% | 75.9%+20.0pp | 73.3%+22.6pp | 82.4%+13.4pp |
| Annual return | 17.66% | 95.16%-77.5pp | 78.10%-60.4pp | 345.32%-327.7pp |
| Employer contribution / active EE | $3,264 | $3,139+4.0% | $2,854+14.3% | $4,762-31.5% |
| Participant deferral / active EE | $3,311 | $4,281-22.7% | $3,885-14.8% | $5,850-43.4% |
| Admin fee / account holder | $548 | $6,171-91.1% | $5,351-89.8% | $11,596-95.3% |