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 | $35,295 | $99,652-64.6% | $78,778-55.2% | $147,584-76.1% |
| Participation rate | 91.3% | 76.2%+15.1pp | 69.2%+22.1pp | 82.8%+8.5pp |
| Annual return | 12.70% | 47.28%-34.6pp | 35.62%-22.9pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,304 | $2,796-53.3% | $1,986-34.3% | $4,876-73.3% |
| Participant deferral / active EE | $1,922 | $3,664-47.6% | $2,958-35.0% | $5,439-64.7% |
| Admin fee / account holder | $336 | $7,155-95.3% | $5,134-93.5% | $10,885-96.9% |