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 | $35,353 | $65,409-46.0% | $98,442-64.1% | $85,850-58.8% |
| Participation rate | 82.8% | 65.0%+17.8pp | 73.3%+9.4pp | 69.3%+13.4pp |
| Annual return | 13.87% | 21.76%-7.9pp | 1492.73%-1478.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,610 | $2,168-25.7% | $2,960-45.6% | $2,565-37.3% |
| Participant deferral / active EE | $2,709 | $3,166-14.4% | $4,276-36.7% | $3,952-31.4% |
| Admin fee / account holder | $783 | $4,593-83.0% | $5,949-86.8% | $6,260-87.5% |