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 7-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 | $12,671 | $96,635-86.9% | $86,612-85.4% | $139,434-90.9% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 20.26% | 106.41%-86.2pp | 591.07%-570.8pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,692 | $3,263-48.1% | $3,022-44.0% | $4,751-64.4% |
| Participant deferral / active EE | $2,699 | $4,836-44.2% | $4,438-39.2% | $6,710-59.8% |
| Admin fee / account holder | $2,841 | $6,408-55.7% | $5,614-49.4% | $11,403-75.1% |