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 | $43,528 | $82,032-46.9% | $123,104-64.6% | $59,632-27.0% |
| Participation rate | 97.5% | 83.2%+14.3pp | 86.8%+10.7pp | 68.7%+28.8pp |
| Annual return | 14.76% | 5.12%+9.6pp | 13.22%+1.5pp | 2041.28%-2026.5pp |
| Employer contribution / active EE | $2,125 | $3,297-35.5% | $5,151-58.7% | $2,203-3.5% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,230-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,151 | $5,881-63.4% | $9,015-76.1% | $4,297-49.9% |