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 | $20,351 | $102,547-80.2% | $78,210-74.0% | $147,584-86.2% |
| Participation rate | 90.9% | 74.4%+16.5pp | 68.7%+22.2pp | 82.8%+8.1pp |
| Annual return | 18.78% | 51.08%-32.3pp | 40.90%-22.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $3,811 | $2,617+45.6% | $2,034+87.4% | $4,876-21.9% |
| Participant deferral / active EE | $10,906 | $3,481+213.3% | $2,823+286.4% | $5,439+100.5% |
| Admin fee / account holder | $801 | $5,059-84.2% | $3,758-78.7% | $10,885-92.6% |