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 | $30,188 | $76,000-60.3% | $154,107-80.4% | $64,186-53.0% |
| Participation rate | 81.5% | 70.4%+11.1pp | 83.0%-1.6pp | 69.6%+11.9pp |
| Annual return | 11.72% | 30.32%-18.6pp | 735.12%-723.4pp | 7.63%+4.1pp |
| Employer contribution / active EE | $2,585 | $3,351-22.9% | $5,298-51.2% | $2,381+8.6% |
| Participant deferral / active EE | $3,017 | $3,175-5.0% | $5,081-40.6% | $3,470-13.0% |
| Admin fee / account holder | $3,811 | $5,596-31.9% | $13,411-71.6% | $4,888-22.0% |