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 | $41,459 | $100,041-58.6% | $149,718-72.3% | $70,131-40.9% |
| Participation rate | 87.2% | 83.6%+3.6pp | 87.1%+0.1pp | 69.5%+17.6pp |
| Annual return | 16.31% | 27.43%-11.1pp | 1501.63%-1485.3pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,149 | $3,662-68.6% | $5,445-78.9% | $2,342-51.0% |
| Participant deferral / active EE | $3,244 | $4,983-34.9% | $6,569-50.6% | $3,332-2.6% |
| Admin fee / account holder | $1,694 | $8,286-79.6% | $11,283-85.0% | $4,645-63.5% |