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 | $45,882 | $96,635-52.5% | $86,612-47.0% | $139,434-67.1% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 15.90% | 106.41%-90.5pp | 591.07%-575.2pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,594 | $3,263-20.5% | $3,022-14.2% | $4,751-45.4% |
| Participant deferral / active EE | $3,103 | $4,836-35.8% | $4,438-30.1% | $6,710-53.8% |
| Admin fee / account holder | $2,149 | $6,408-66.5% | $5,614-61.7% | $11,403-81.2% |