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 | $41,619 | $96,635-56.9% | $86,612-51.9% | $139,434-70.2% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 14.46% | 106.41%-92.0pp | 591.07%-576.6pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,889 | $3,263-11.5% | $3,022-4.4% | $4,751-39.2% |
| Participant deferral / active EE | $1,705 | $4,836-64.7% | $4,438-61.6% | $6,710-74.6% |
| Admin fee / account holder | $3,524 | $6,408-45.0% | $5,614-37.2% | $11,403-69.1% |