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 | $49,935 | $58,694-14.9% | $142,863-65.0% | $85,850-41.8% |
| Participation rate | 91.9% | 58.5%+33.4pp | 71.9%+20.0pp | 69.3%+22.6pp |
| Annual return | 14.59% | 27.72%-13.1pp | 5637.54%-5622.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,173 | $1,423+52.8% | $4,144-47.6% | $2,565-15.3% |
| Participant deferral / active EE | $3,506 | $2,607+34.5% | $3,837-8.6% | $3,952-11.3% |
| Admin fee / account holder | $5,226 | $4,239+23.3% | $6,560-20.3% | $6,260-16.5% |