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 | $39,764 | $106,890-62.8% | $84,015-52.7% | $152,861-74.0% |
| Participation rate | 85.0% | 75.2%+9.8pp | 69.0%+16.0pp | 82.4%+2.6pp |
| Annual return | 18.34% | 104.99%-86.6pp | 71.31%-53.0pp | 345.32%-327.0pp |
| Employer contribution / active EE | $1,060 | $2,734-61.2% | $1,983-46.6% | $4,762-77.8% |
| Participant deferral / active EE | $2,687 | $4,011-33.0% | $3,239-17.0% | $5,850-54.1% |
| Admin fee / account holder | $9,188 | $8,285+10.9% | $6,101+50.6% | $11,596-20.8% |