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 | $37,603 | $89,355-57.9% | $141,162-73.4% | $72,985-48.5% |
| Participation rate | 90.6% | 75.1%+15.5pp | 82.5%+8.2pp | 69.5%+21.1pp |
| Annual return | 21.38% | 111.85%-90.5pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $7,599 | $3,114+144.0% | $4,735+60.5% | $2,440+211.5% |
| Participant deferral / active EE | $4,141 | $5,418-23.6% | $6,709-38.3% | $3,607+14.8% |
| Admin fee / account holder | $3,838 | $5,958-35.6% | $10,261-62.6% | $5,124-25.1% |