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 | $39,628 | $106,890-62.9% | $84,015-52.8% | $152,861-74.1% |
| Participation rate | 95.7% | 75.2%+20.4pp | 69.0%+26.6pp | 82.4%+13.2pp |
| Annual return | 11.47% | 104.99%-93.5pp | 71.31%-59.8pp | 345.32%-333.8pp |
| Employer contribution / active EE | $4,557 | $2,734+66.6% | $1,983+129.7% | $4,762-4.3% |
| Participant deferral / active EE | $2,584 | $4,011-35.6% | $3,239-20.2% | $5,850-55.8% |
| Admin fee / account holder | $1,153 | $8,285-86.1% | $6,101-81.1% | $11,596-90.1% |