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 | $38,008 | $157,256-75.8% | $141,162-73.1% | $152,861-75.1% |
| Participation rate | 95.0% | 84.8%+10.2pp | 82.5%+12.5pp | 82.4%+12.6pp |
| Annual return | 21.20% | 64.32%-43.1pp | 71.39%-50.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $6,945 | $5,261+32.0% | $4,735+46.7% | $4,762+45.8% |
| Participant deferral / active EE | $3,787 | $7,109-46.7% | $6,709-43.6% | $5,850-35.3% |
| Admin fee / account holder | $4,423 | $12,120-63.5% | $10,261-56.9% | $11,596-61.9% |