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 | $37,786 | $52,279-27.7% | $89,391-57.7% | $79,858-52.7% |
| Participation rate | 76.9% | 57.5%+19.4pp | 68.0%+8.9pp | 69.6%+7.3pp |
| Annual return | 15.35% | 22.16%-6.8pp | 245.62%-230.3pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,005 | $1,572+27.6% | $2,586-22.4% | $2,471-18.8% |
| Participant deferral / active EE | $4,364 | $2,740+59.2% | $3,890+12.2% | $3,740+16.7% |
| Admin fee / account holder | $4,610 | $3,356+37.3% | $4,881-5.6% | $5,306-13.1% |