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 | $25,843 | $98,750-73.8% | $149,696-82.7% | $79,858-67.6% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.6%+26.4pp |
| Annual return | 18.28% | 27.43%-9.1pp | 276.60%-258.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $2,084 | $3,216-35.2% | $4,644-55.1% | $2,471-15.7% |
| Participant deferral / active EE | $3,443 | $5,680-39.4% | $6,842-49.7% | $3,740-7.9% |
| Admin fee / account holder | $640 | $6,053-89.4% | $9,309-93.1% | $5,306-87.9% |