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 | $45,097 | $96,635-53.3% | $86,612-47.9% | $139,434-67.7% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 17.19% | 106.41%-89.2pp | 591.07%-573.9pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,774 | $3,263-15.0% | $3,022-8.2% | $4,751-41.6% |
| Participant deferral / active EE | $3,669 | $4,836-24.1% | $4,438-17.3% | $6,710-45.3% |
| Admin fee / account holder | $624 | $6,408-90.3% | $5,614-88.9% | $11,403-94.5% |