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 | $16,062 | $96,635-83.4% | $86,612-81.5% | $139,434-88.5% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 23.88% | 106.41%-82.5pp | 591.07%-567.2pp | 372.94%-349.1pp |
| Employer contribution / active EE | $765 | $3,263-76.6% | $3,022-74.7% | $4,751-83.9% |
| Participant deferral / active EE | $976 | $4,836-79.8% | $4,438-78.0% | $6,710-85.5% |
| Admin fee / account holder | $7,851 | $6,408+22.5% | $5,614+39.8% | $11,403-31.1% |