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 | $40,899 | $77,634-47.3% | $156,549-73.9% | $62,891-35.0% |
| Participation rate | 80.8% | 71.2%+9.6pp | 84.0%-3.2pp | 69.3%+11.5pp |
| Annual return | 6.35% | 50.32%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $6,254 | $3,444+81.6% | $5,501+13.7% | $2,281+174.2% |
| Participant deferral / active EE | $1,739 | $3,045-42.9% | $4,871-64.3% | $3,203-45.7% |
| Admin fee / account holder | $1,987 | $5,561-64.3% | $13,027-84.7% | $4,296-53.7% |