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 | $56,870 | $98,750-42.4% | $149,696-62.0% | $79,858-28.8% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.5%+8.7pp | 69.6%+21.5pp |
| Annual return | 14.09% | 27.43%-13.3pp | 276.60%-262.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $791 | $3,216-75.4% | $4,644-83.0% | $2,471-68.0% |
| Participant deferral / active EE | $7,093 | $5,680+24.9% | $6,842+3.7% | $3,740+89.7% |
| Admin fee / account holder | $2,598 | $6,053-57.1% | $9,309-72.1% | $5,306-51.0% |