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 | $40,613 | $111,724-63.6% | $93,606-56.6% | $145,922-72.2% |
| Participation rate | 94.1% | 74.2%+19.9pp | 68.7%+25.4pp | 80.3%+13.8pp |
| Annual return | 12.25% | 202.98%-190.7pp | 133.20%-120.9pp | 561.29%-549.0pp |
| Employer contribution / active EE | $3,055 | $3,090-1.1% | $2,420+26.3% | $4,660-34.4% |
| Participant deferral / active EE | $2,607 | $4,912-46.9% | $4,411-40.9% | $6,688-61.0% |
| Admin fee / account holder | $447 | $10,250-95.6% | $8,285-94.6% | $13,397-96.7% |