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 | $52,970 | $100,041-47.1% | $149,718-64.6% | $70,131-24.5% |
| Participation rate | 76.7% | 83.6%-6.9pp | 87.1%-10.4pp | 69.5%+7.1pp |
| Annual return | 20.28% | 27.43%-7.1pp | 1501.63%-1481.3pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,569 | $3,662-57.2% | $5,445-71.2% | $2,342-33.0% |
| Participant deferral / active EE | $3,751 | $4,983-24.7% | $6,569-42.9% | $3,332+12.6% |
| Admin fee / account holder | $5,395 | $8,286-34.9% | $11,283-52.2% | $4,645+16.1% |