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 | $66,918 | $98,750-32.2% | $149,696-55.3% | $79,858-16.2% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.5%+6.1pp | 69.6%+18.9pp |
| Annual return | 17.40% | 27.43%-10.0pp | 276.60%-259.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $4,424 | $3,216+37.5% | $4,644-4.7% | $2,471+79.1% |
| Participant deferral / active EE | $3,934 | $5,680-30.7% | $6,842-42.5% | $3,740+5.2% |
| Admin fee / account holder | $922 | $6,053-84.8% | $9,309-90.1% | $5,306-82.6% |