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 | $54,410 | $98,750-44.9% | $149,696-63.7% | $79,858-31.9% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.5%+10.6pp | 69.6%+23.5pp |
| Annual return | 25.52% | 27.43%-1.9pp | 276.60%-251.1pp | 31.71%-6.2pp |
| Employer contribution / active EE | $2,346 | $3,216-27.1% | $4,644-49.5% | $2,471-5.1% |
| Participant deferral / active EE | $3,791 | $5,680-33.3% | $6,842-44.6% | $3,740+1.4% |
| Admin fee / account holder | $3,062 | $6,053-49.4% | $9,309-67.1% | $5,306-42.3% |