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 | $51,091 | $100,041-48.9% | $149,718-65.9% | $70,131-27.1% |
| Participation rate | 91.5% | 83.6%+7.9pp | 87.1%+4.5pp | 69.5%+22.0pp |
| Annual return | 17.46% | 27.43%-10.0pp | 1501.63%-1484.2pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,179 | $3,662-40.5% | $5,445-60.0% | $2,342-7.0% |
| Participant deferral / active EE | $2,687 | $4,983-46.1% | $6,569-59.1% | $3,332-19.3% |
| Admin fee / account holder | $2,796 | $8,286-66.3% | $11,283-75.2% | $4,645-39.8% |