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 | $25,995 | $77,899-66.6% | $149,673-82.6% | $75,163-65.4% |
| Participation rate | 86.2% | 65.6%+20.6pp | 78.8%+7.4pp | 67.2%+19.0pp |
| Annual return | 51.83% | 31.72%+20.1pp | 134.42%-82.6pp | 160.62%-108.8pp |
| Employer contribution / active EE | $2,180 | $3,137-30.5% | $4,818-54.7% | $2,670-18.3% |
| Participant deferral / active EE | $4,357 | $3,411+27.7% | $5,680-23.3% | $4,125+5.6% |
| Admin fee / account holder | $944 | $5,956-84.2% | $13,210-92.9% | $5,651-83.3% |