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 | $42,909 | $106,890-59.9% | $84,015-48.9% | $152,861-71.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 15.87% | 104.99%-89.1pp | 71.31%-55.4pp | 345.32%-329.4pp |
| Employer contribution / active EE | $2,464 | $2,734-9.9% | $1,983+24.2% | $4,762-48.3% |
| Participant deferral / active EE | $4,871 | $4,011+21.4% | $3,239+50.4% | $5,850-16.7% |
| Admin fee / account holder | $515 | $8,285-93.8% | $6,101-91.6% | $11,596-95.6% |