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 | $33,178 | $93,571-64.5% | $135,903-75.6% | $75,163-55.9% |
| Participation rate | 97.3% | 75.2%+22.1pp | 81.9%+15.4pp | 67.2%+30.1pp |
| Annual return | 21.88% | 30.90%-9.0pp | 68.23%-46.4pp | 160.62%-138.7pp |
| Employer contribution / active EE | $1,625 | $3,537-54.1% | $4,856-66.5% | $2,670-39.1% |
| Participant deferral / active EE | $9,440 | $6,404+47.4% | $7,758+21.7% | $4,125+128.8% |
| Admin fee / account holder | $4,855 | $6,975-30.4% | $10,762-54.9% | $5,651-14.1% |