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 | $36,646 | $91,190-59.8% | $178,490-79.5% | $79,858-54.1% |
| Participation rate | 76.6% | 69.2%+7.4pp | 81.9%-5.4pp | 69.6%+6.9pp |
| Annual return | 18.81% | 24.19%-5.4pp | 151.07%-132.3pp | 31.71%-12.9pp |
| Employer contribution / active EE | $439 | $3,256-86.5% | $5,011-91.2% | $2,471-82.2% |
| Participant deferral / active EE | $3,969 | $3,236+22.6% | $5,202-23.7% | $3,740+6.1% |
| Admin fee / account holder | $4,946 | $6,751-26.7% | $13,984-64.6% | $5,306-6.8% |