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 | $46,393 | $58,828-21.1% | $77,999-40.5% | $62,891-26.2% |
| Participation rate | 80.8% | 71.1%+9.7pp | 75.5%+5.2pp | 69.3%+11.5pp |
| Annual return | 12.89% | 17.16%-4.3pp | 425.96%-413.1pp | 20.14%-7.3pp |
| Employer contribution / active EE | $2,151 | $1,672+28.7% | $2,470-12.9% | $2,281-5.7% |
| Participant deferral / active EE | $4,071 | $2,686+51.6% | $3,497+16.4% | $3,203+27.1% |
| Admin fee / account holder | $441 | $4,393-90.0% | $5,480-92.0% | $4,296-89.7% |