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 | $31,022 | $98,750-68.6% | $149,696-79.3% | $79,858-61.2% |
| Participation rate | 79.2% | 75.8%+3.4pp | 82.5%-3.3pp | 69.6%+9.5pp |
| Annual return | 33.29% | 27.43%+5.9pp | 276.60%-243.3pp | 31.71%+1.6pp |
| Employer contribution / active EE | $1,780 | $3,216-44.7% | $4,644-61.7% | $2,471-28.0% |
| Participant deferral / active EE | $5,037 | $5,680-11.3% | $6,842-26.4% | $3,740+34.7% |
| Admin fee / account holder | $725 | $6,053-88.0% | $9,309-92.2% | $5,306-86.3% |