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 | $35,927 | $106,515-66.3% | $96,683-62.8% | $139,434-74.2% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.3%+20.7pp | 80.3%+14.7pp |
| Annual return | 17.30% | 38.43%-21.1pp | 35.69%-18.4pp | 372.94%-355.6pp |
| Employer contribution / active EE | $3,625 | $4,103-11.6% | $3,737-3.0% | $4,751-23.7% |
| Participant deferral / active EE | $5,973 | $5,454+9.5% | $4,878+22.4% | $6,710-11.0% |
| Admin fee / account holder | $2,817 | $7,877-64.2% | $6,730-58.1% | $11,403-75.3% |