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 | $25,325 | $99,079-74.4% | $77,999-67.5% | $273,961-90.8% |
| Participation rate | 81.0% | 78.6%+2.4pp | 75.5%+5.4pp | 83.0%-2.1pp |
| Annual return | 6.53% | 217.93%-211.4pp | 425.96%-419.4pp | 41.45%-34.9pp |
| Employer contribution / active EE | $3,964 | $3,308+19.8% | $2,470+60.5% | $4,869-18.6% |
| Participant deferral / active EE | $1,199 | $4,306-72.2% | $3,497-65.7% | $5,287-77.3% |
| Admin fee / account holder | $1,163 | $8,954-87.0% | $5,480-78.8% | $10,132-88.5% |