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 | $37,514 | $99,652-62.4% | $78,778-52.4% | $147,584-74.6% |
| Participation rate | 92.9% | 76.2%+16.6pp | 69.2%+23.7pp | 82.8%+10.0pp |
| Annual return | 17.21% | 47.28%-30.1pp | 35.62%-18.4pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,037 | $2,796-27.1% | $1,986+2.6% | $4,876-58.2% |
| Participant deferral / active EE | $4,486 | $3,664+22.4% | $2,958+51.6% | $5,439-17.5% |
| Admin fee / account holder | $552 | $7,155-92.3% | $5,134-89.2% | $10,885-94.9% |