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 | $29,565 | $72,177-59.0% | $115,037-74.3% | $59,632-50.4% |
| Participation rate | 87.1% | 72.6%+14.5pp | 81.4%+5.7pp | 68.7%+18.4pp |
| Annual return | 54.00% | 12.02%+42.0pp | 26.14%+27.9pp | 2041.28%-1987.3pp |
| Employer contribution / active EE | $3,262 | $2,841+14.8% | $4,608-29.2% | $2,203+48.1% |
| Participant deferral / active EE | $5,750 | $4,783+20.2% | $6,026-4.6% | $3,192+80.2% |
| Admin fee / account holder | $5,436 | $4,927+10.3% | $8,175-33.5% | $4,297+26.5% |