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 | $49,188 | $85,202-42.3% | $172,739-71.5% | $72,985-32.6% |
| Participation rate | 95.7% | 70.1%+25.7pp | 82.6%+13.1pp | 69.5%+26.2pp |
| Annual return | 19.50% | 27.32%-7.8pp | 802.84%-783.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $2,305 | $3,324-30.7% | $5,143-55.2% | $2,440-5.5% |
| Participant deferral / active EE | $3,948 | $3,260+21.1% | $5,198-24.0% | $3,607+9.4% |
| Admin fee / account holder | $1,546 | $5,884-73.7% | $13,954-88.9% | $5,124-69.8% |