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 | $35,711 | $91,037-60.8% | $71,671-50.2% | $147,584-75.8% |
| Participation rate | 91.3% | 76.1%+15.2pp | 68.7%+22.6pp | 82.8%+8.5pp |
| Annual return | 15.77% | 20.48%-4.7pp | 20.65%-4.9pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,045 | $3,327-68.6% | $2,460-57.5% | $4,876-78.6% |
| Participant deferral / active EE | $1,551 | $4,498-65.5% | $3,438-54.9% | $5,439-71.5% |
| Admin fee / account holder | $443 | $8,613-94.9% | $5,558-92.0% | $10,885-95.9% |