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 | $31,423 | $98,750-68.2% | $149,696-79.0% | $79,858-60.7% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.5%+9.8pp | 69.6%+22.7pp |
| Annual return | 22.07% | 27.43%-5.4pp | 276.60%-254.5pp | 31.71%-9.6pp |
| Employer contribution / active EE | $1,289 | $3,216-59.9% | $4,644-72.3% | $2,471-47.8% |
| Participant deferral / active EE | $4,946 | $5,680-12.9% | $6,842-27.7% | $3,740+32.2% |
| Admin fee / account holder | $2,061 | $6,053-66.0% | $9,309-77.9% | $5,306-61.2% |