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 | $34,999 | $104,664-66.6% | $85,682-59.2% | $167,490-79.1% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.9%+17.6pp | 82.1%+5.4pp |
| Annual return | 11.23% | 21.45%-10.2pp | 21.49%-10.3pp | 478.56%-467.3pp |
| Employer contribution / active EE | $2,399 | $3,337-28.1% | $2,618-8.4% | $4,837-50.4% |
| Participant deferral / active EE | $2,333 | $4,824-51.7% | $3,923-40.5% | $6,341-63.2% |
| Admin fee / account holder | $5,852 | $10,032-41.7% | $6,873-14.9% | $12,309-52.5% |