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 | $37,082 | $98,750-62.4% | $149,696-75.2% | $79,858-53.6% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.6%+18.4pp |
| Annual return | 20.89% | 27.43%-6.5pp | 276.60%-255.7pp | 31.71%-10.8pp |
| Employer contribution / active EE | $2,437 | $3,216-24.2% | $4,644-47.5% | $2,471-1.4% |
| Participant deferral / active EE | $4,698 | $5,680-17.3% | $6,842-31.3% | $3,740+25.6% |
| Admin fee / account holder | $3,539 | $6,053-41.5% | $9,309-62.0% | $5,306-33.3% |