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 | $75,678 | $96,635-21.7% | $86,612-12.6% | $139,434-45.7% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 18.57% | 106.41%-87.8pp | 591.07%-572.5pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,025 | $3,263-68.6% | $3,022-66.1% | $4,751-78.4% |
| Participant deferral / active EE | $5,025 | $4,836+3.9% | $4,438+13.2% | $6,710-25.1% |
| Admin fee / account holder | $1,151 | $6,408-82.0% | $5,614-79.5% | $11,403-89.9% |