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 | $42,485 | $70,669-39.9% | $169,368-74.9% | $75,163-43.5% |
| Participation rate | 81.3% | 64.8%+16.5pp | 77.1%+4.1pp | 67.2%+14.1pp |
| Annual return | 19.23% | 36.36%-17.1pp | 405.60%-386.4pp | 160.62%-141.4pp |
| Employer contribution / active EE | $2,571 | $2,211+16.3% | $4,013-35.9% | $2,670-3.7% |
| Participant deferral / active EE | $4,895 | $4,311+13.6% | $6,221-21.3% | $4,125+18.7% |
| Admin fee / account holder | $2,245 | $5,402-58.4% | $9,003-75.1% | $5,651-60.3% |