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 | $34,378 | $98,750-65.2% | $149,696-77.0% | $79,858-57.0% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 23.07% | 27.43%-4.4pp | 276.60%-253.5pp | 31.71%-8.6pp |
| Employer contribution / active EE | $3,837 | $3,216+19.3% | $4,644-17.4% | $2,471+55.3% |
| Participant deferral / active EE | $7,189 | $5,680+26.6% | $6,842+5.1% | $3,740+92.2% |
| Admin fee / account holder | $2,657 | $6,053-56.1% | $9,309-71.5% | $5,306-49.9% |