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 | $154,761 | $78,422+97.3% | $95,952+61.3% | $79,858+93.8% |
| Participation rate | 70.3% | 73.5%-3.2pp | 77.1%-6.8pp | 69.6%+0.6pp |
| Annual return | 19.23% | 19.37%-0.1pp | 91.61%-72.4pp | 31.71%-12.5pp |
| Employer contribution / active EE | $740 | $1,945-61.9% | $2,541-70.9% | $2,471-70.0% |
| Participant deferral / active EE | $3,108 | $3,440-9.6% | $4,167-25.4% | $3,740-16.9% |
| Admin fee / account holder | $3,355 | $5,622-40.3% | $6,795-50.6% | $5,306-36.8% |