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 | $30,957 | $85,766-63.9% | $136,294-77.3% | $70,131-55.9% |
| Participation rate | 86.8% | 74.2%+12.6pp | 81.9%+4.8pp | 69.5%+17.2pp |
| Annual return | 16.47% | 31.45%-15.0pp | 5155.94%-5139.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $636 | $2,966-78.6% | $4,695-86.5% | $2,342-72.8% |
| Participant deferral / active EE | $4,165 | $5,051-17.5% | $6,247-33.3% | $3,332+25.0% |
| Admin fee / account holder | $3,431 | $5,420-36.7% | $9,243-62.9% | $4,645-26.1% |