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 | $40,253 | $98,750-59.2% | $149,696-73.1% | $79,858-49.6% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.5%-1.7pp | 69.6%+11.1pp |
| Annual return | 17.77% | 27.43%-9.7pp | 276.60%-258.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,566 | $3,216-20.2% | $4,644-44.8% | $2,471+3.8% |
| Participant deferral / active EE | $5,278 | $5,680-7.1% | $6,842-22.9% | $3,740+41.1% |
| Admin fee / account holder | $931 | $6,053-84.6% | $9,309-90.0% | $5,306-82.5% |