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 | $40,107 | $77,813-48.5% | $123,544-67.5% | $64,186-37.5% |
| Participation rate | 96.2% | 74.7%+21.4pp | 82.3%+13.9pp | 69.6%+26.6pp |
| Annual return | 12.96% | 12.48%+0.5pp | 119.20%-106.2pp | 7.63%+5.3pp |
| Employer contribution / active EE | $5,006 | $3,014+66.1% | $4,628+8.2% | $2,381+110.2% |
| Participant deferral / active EE | $8,666 | $5,240+65.4% | $6,426+34.9% | $3,470+149.8% |
| Admin fee / account holder | $500 | $5,519-90.9% | $9,284-94.6% | $4,888-89.8% |