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 | $19,615 | $96,635-79.7% | $86,612-77.4% | $139,434-85.9% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 14.40% | 106.41%-92.0pp | 591.07%-576.7pp | 372.94%-358.5pp |
| Employer contribution / active EE | $3,319 | $3,263+1.7% | $3,022+9.8% | $4,751-30.1% |
| Participant deferral / active EE | $2,642 | $4,836-45.4% | $4,438-40.5% | $6,710-60.6% |
| Admin fee / account holder | $3,750 | $6,408-41.5% | $5,614-33.2% | $11,403-67.1% |