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 | $66,295 | $100,041-33.7% | $149,718-55.7% | $70,131-5.5% |
| Participation rate | 91.5% | 83.6%+7.9pp | 87.1%+4.5pp | 69.5%+22.0pp |
| Annual return | 15.42% | 27.43%-12.0pp | 1501.63%-1486.2pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,800 | $3,662-50.9% | $5,445-66.9% | $2,342-23.2% |
| Participant deferral / active EE | $3,476 | $4,983-30.2% | $6,569-47.1% | $3,332+4.3% |
| Admin fee / account holder | $2,168 | $8,286-73.8% | $11,283-80.8% | $4,645-53.3% |