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 | $25,355 | $98,750-74.3% | $149,696-83.1% | $79,858-68.3% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.5%+5.6pp | 69.6%+18.5pp |
| Annual return | 18.64% | 27.43%-8.8pp | 276.60%-258.0pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,527 | $3,216-52.5% | $4,644-67.1% | $2,471-38.2% |
| Participant deferral / active EE | $3,932 | $5,680-30.8% | $6,842-42.5% | $3,740+5.1% |
| Admin fee / account holder | $2,898 | $6,053-52.1% | $9,309-68.9% | $5,306-45.4% |