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 | $44,340 | $85,202-48.0% | $172,739-74.3% | $72,985-39.2% |
| Participation rate | 95.6% | 70.1%+25.5pp | 82.6%+12.9pp | 69.5%+26.1pp |
| Annual return | 22.84% | 27.32%-4.5pp | 802.84%-780.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $483 | $3,324-85.5% | $5,143-90.6% | $2,440-80.2% |
| Participant deferral / active EE | $4,702 | $3,260+44.2% | $5,198-9.5% | $3,607+30.3% |
| Admin fee / account holder | $1,169 | $5,884-80.1% | $13,954-91.6% | $5,124-77.2% |