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 | $35,170 | $98,750-64.4% | $149,696-76.5% | $79,858-56.0% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.5%+15.6pp | 69.6%+28.4pp |
| Annual return | 21.10% | 27.43%-6.3pp | 276.60%-255.5pp | 31.71%-10.6pp |
| Employer contribution / active EE | $5,168 | $3,216+60.7% | $4,644+11.3% | $2,471+109.2% |
| Participant deferral / active EE | $5,177 | $5,680-8.9% | $6,842-24.3% | $3,740+38.4% |
| Admin fee / account holder | $832 | $6,053-86.3% | $9,309-91.1% | $5,306-84.3% |