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 | $42,073 | $90,348-53.4% | $75,972-44.6% | $145,922-71.2% |
| Participation rate | 94.7% | 74.5%+20.3pp | 69.1%+25.7pp | 80.3%+14.5pp |
| Annual return | 16.14% | 620.88%-604.7pp | 359.55%-343.4pp | 561.29%-545.1pp |
| Employer contribution / active EE | $3,004 | $3,311-9.3% | $2,685+11.9% | $4,660-35.5% |
| Participant deferral / active EE | $3,900 | $5,162-24.4% | $4,255-8.4% | $6,688-41.7% |
| Admin fee / account holder | $7,809 | $8,467-7.8% | $6,467+20.7% | $13,397-41.7% |