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 | $39,025 | $51,576-24.3% | $129,207-69.8% | $80,856-51.7% |
| Participation rate | 81.6% | 57.0%+24.7pp | 69.6%+12.0pp | 67.6%+14.0pp |
| Annual return | 13.42% | 20.81%-7.4pp | 9417.33%-9403.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $3,683 | $1,584+132.6% | $4,153-11.3% | $2,755+33.7% |
| Participant deferral / active EE | $6,984 | $2,669+161.7% | $4,168+67.6% | $4,296+62.6% |
| Admin fee / account holder | $4,373 | $4,305+1.6% | $7,715-43.3% | $6,918-36.8% |