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 | $39,609 | $78,422-49.5% | $95,952-58.7% | $79,858-50.4% |
| Participation rate | 90.2% | 73.5%+16.8pp | 77.1%+13.2pp | 69.6%+20.6pp |
| Annual return | 17.96% | 19.37%-1.4pp | 91.61%-73.6pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,500 | $1,945-22.9% | $2,541-40.9% | $2,471-39.3% |
| Participant deferral / active EE | $3,985 | $3,440+15.8% | $4,167-4.4% | $3,740+6.5% |
| Admin fee / account holder | $3,689 | $5,622-34.4% | $6,795-45.7% | $5,306-30.5% |