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 | $26,141 | $98,750-73.5% | $149,696-82.5% | $79,858-67.3% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.5%+3.7pp | 69.6%+16.6pp |
| Annual return | 22.77% | 27.43%-4.7pp | 276.60%-253.8pp | 31.71%-8.9pp |
| Employer contribution / active EE | $2,677 | $3,216-16.8% | $4,644-42.4% | $2,471+8.3% |
| Participant deferral / active EE | $3,885 | $5,680-31.6% | $6,842-43.2% | $3,740+3.9% |
| Admin fee / account holder | $768 | $6,053-87.3% | $9,309-91.8% | $5,306-85.5% |