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 | $34,210 | $56,114-39.0% | $96,139-64.4% | $85,850-60.2% |
| Participation rate | 78.8% | 56.7%+22.1pp | 68.4%+10.3pp | 69.3%+9.5pp |
| Annual return | 16.24% | 42.30%-26.1pp | 191.94%-175.7pp | 318.53%-302.3pp |
| Employer contribution / active EE | $2,433 | $1,620+50.2% | $2,797-13.0% | $2,565-5.1% |
| Participant deferral / active EE | $5,026 | $2,859+75.8% | $4,349+15.6% | $3,952+27.2% |
| Admin fee / account holder | $2,230 | $3,768-40.8% | $5,537-59.7% | $6,260-64.4% |