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 | $39,740 | $85,766-53.7% | $136,294-70.8% | $70,131-43.3% |
| Participation rate | 79.5% | 74.2%+5.3pp | 81.9%-2.4pp | 69.5%+9.9pp |
| Annual return | 33.34% | 31.45%+1.9pp | 5155.94%-5122.6pp | 73.14%-39.8pp |
| Employer contribution / active EE | $1,736 | $2,966-41.5% | $4,695-63.0% | $2,342-25.9% |
| Participant deferral / active EE | $6,684 | $5,051+32.3% | $6,247+7.0% | $3,332+100.6% |
| Admin fee / account holder | $3,930 | $5,420-27.5% | $9,243-57.5% | $4,645-15.4% |