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 | $21,208 | $111,535-81.0% | $105,223-79.8% | $137,256-84.5% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 18.58% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $3,256 | $3,939-17.3% | $3,689-11.7% | $4,156-21.6% |
| Participant deferral / active EE | $5,052 | $5,500-8.1% | $5,072-0.4% | $6,407-21.1% |
| Admin fee / account holder | $307 | $9,721-96.8% | $8,859-96.5% | $12,270-97.5% |