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 | $44,930 | $100,041-55.1% | $149,718-70.0% | $70,131-35.9% |
| Participation rate | 92.3% | 83.6%+8.7pp | 87.1%+5.2pp | 69.5%+22.8pp |
| Annual return | 19.46% | 27.43%-8.0pp | 1501.63%-1482.2pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,898 | $3,662-48.2% | $5,445-65.1% | $2,342-19.0% |
| Participant deferral / active EE | $3,839 | $4,983-23.0% | $6,569-41.6% | $3,332+15.2% |
| Admin fee / account holder | $1,598 | $8,286-80.7% | $11,283-85.8% | $4,645-65.6% |