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 | $40,341 | $58,879-31.5% | $178,490-77.4% | $73,488-45.1% |
| Participation rate | 74.5% | 66.2%+8.3pp | 81.9%-7.4pp | 70.7%+3.8pp |
| Annual return | 26.83% | 24.86%+2.0pp | 151.07%-124.2pp | 28.51%-1.7pp |
| Employer contribution / active EE | $3,867 | $2,236+72.9% | $5,011-22.8% | $2,270+70.3% |
| Participant deferral / active EE | $7,051 | $2,567+174.6% | $5,202+35.6% | $3,740+88.5% |
| Admin fee / account holder | $2,951 | $400+637.2% | $13,984-78.9% | $513+475.2% |