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 | $38,798 | $96,635-59.9% | $86,612-55.2% | $139,434-72.2% |
| Participation rate | 84.6% | 74.4%+10.2pp | 71.7%+12.9pp | 80.3%+4.3pp |
| Annual return | 15.08% | 106.41%-91.3pp | 591.07%-576.0pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,509 | $3,263-23.1% | $3,022-17.0% | $4,751-47.2% |
| Participant deferral / active EE | $3,402 | $4,836-29.7% | $4,438-23.3% | $6,710-49.3% |
| Admin fee / account holder | $1,409 | $6,408-78.0% | $5,614-74.9% | $11,403-87.6% |