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 | $11,414 | $102,966-88.9% | $90,281-87.4% | $152,861-92.5% |
| Participation rate | 90.5% | 75.9%+14.6pp | 73.3%+17.2pp | 82.4%+8.0pp |
| Annual return | 14.05% | 95.16%-81.1pp | 78.10%-64.1pp | 345.32%-331.3pp |
| Employer contribution / active EE | $2,409 | $3,139-23.3% | $2,854-15.6% | $4,762-49.4% |
| Participant deferral / active EE | $2,214 | $4,281-48.3% | $3,885-43.0% | $5,850-62.2% |
| Admin fee / account holder | $916 | $6,171-85.1% | $5,351-82.9% | $11,596-92.1% |