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 | $33,636 | $89,355-62.4% | $141,162-76.2% | $72,985-53.9% |
| Participation rate | 94.0% | 75.1%+18.9pp | 82.5%+11.5pp | 69.5%+24.5pp |
| Annual return | 60.11% | 111.85%-51.7pp | 71.39%-11.3pp | 81.00%-20.9pp |
| Employer contribution / active EE | $4,613 | $3,114+48.1% | $4,735-2.6% | $2,440+89.1% |
| Participant deferral / active EE | $7,152 | $5,418+32.0% | $6,709+6.6% | $3,607+98.3% |
| Admin fee / account holder | $1,680 | $5,958-71.8% | $10,261-83.6% | $5,124-67.2% |