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 | $38,346 | $98,750-61.2% | $149,696-74.4% | $79,858-52.0% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.5%+13.7pp | 69.6%+26.5pp |
| Annual return | 15.29% | 27.43%-12.1pp | 276.60%-261.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $3,912 | $3,216+21.6% | $4,644-15.8% | $2,471+58.3% |
| Participant deferral / active EE | $5,296 | $5,680-6.8% | $6,842-22.6% | $3,740+41.6% |
| Admin fee / account holder | $2,190 | $6,053-63.8% | $9,309-76.5% | $5,306-58.7% |