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 | $18,274 | $84,696-78.4% | $75,696-75.9% | $167,490-89.1% |
| Participation rate | 90.5% | 77.8%+12.6pp | 74.8%+15.6pp | 82.1%+8.4pp |
| Annual return | 18.24% | 199.36%-181.1pp | 104.53%-86.3pp | 478.56%-460.3pp |
| Employer contribution / active EE | $2,718 | $3,230-15.8% | $2,743-0.9% | $4,837-43.8% |
| Participant deferral / active EE | $4,640 | $4,580+1.3% | $3,821+21.4% | $6,341-26.8% |
| Admin fee / account holder | $3,020 | $5,355-43.6% | $3,619-16.6% | $12,309-75.5% |